Jeffery Rozovics, financial advisor Park Ridge IL
96 score

Jeffery Rozovics

CRD Number: 4550146
Current Firm: Cetera Investment Advisers LLC

Jeffery Rozovics (CRD# 4550146) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Park Ridge, IL and has over 14 years of experience in the finance industry. Jeffery Rozovics 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.

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Professional Designations
Company Name Location Dates Years
Roz Financial Park Ridge, IL Jun 2014 - Current 2
Rozovics Group, LLC Park Ridger, IL Jan 2014 - Current 2
Rozovics Group, Llp Wealth Management Services Park Ridge, IL Jan 2014 - Current 2
Cetera Investment Advisers LLC Schaumburg, IL Jan 2004 - Current 12
Cetera Financial Specialists LLC Schaumburg, IL Jun 2002 - Current 14
Rozovics Group P.c. Park Ridge, IL Oct 2012 - Jan 2014 1
The Peakstone Group Chicago, IL May 2009 - Dec 2012 3
The Rw Group, LLC Park Ridge, IL May 2008 - Sep 2012 4
Rozovics And Wojcicki, Pc Park Ridge, IL Jan 1997 - Sep 2012 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for Jeffery A. Rozovics
Phone Number: 888-528-2987
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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