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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Alan Sannes is a financial advisor who has been in the industry for over 40 years. Sannes is currently registered with Osaic Wealth, Inc. Sannes has also held previous registrations with a number of firms including FSC Securities Corporation, Waterstone Financial Group, Inc. and RE-Direct Securities Corp. Sannes has a Series 6, 22, 62, and 63 license. Sannes is a Certified Financial Planner™ and is also a Notary Public in the State of Illinois. Sannes has a strong background in financial planning and portfolio management.
GURNEE, IL
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
11/03/2023 - Present
Osaic Wealth, Inc. (GURNEE IL)
IL
08/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (GURNEE IL)
IL
07/21/2003 - 08/26/2009
WATERSTONE FINANCIAL GROUP, INC. (GURNEE IL)
IL
05/20/1999 - 07/21/2003
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
IL
05/23/1990 - 05/04/1999
MARC J. LANE & COMPANY (CHICAGO IL)
MA
07/11/1989 - 05/24/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
IN
10/11/1985 - 07/17/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
10/05/1982 - 10/04/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 8/4/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/28/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 4/7/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/4/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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