Jeffrey MarciniakCRD Number: 1040952
Current Firm: Cambridge Investment Research Advisors, Inc.
Jeffrey Marciniak (CRD# 1040952) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Milwaukee, WI and has over 36 years of experience in the finance industry. Jeffrey Marciniak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2017 - Current||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2017 - Current||< 1|
|Sii Investments, Inc.||Brookfield, WI||Nov 2002 - Nov 2017||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY