Jeffrey Rokisky, financial advisor Wheeling WV
77 score

Jeffrey Rokisky

CRD Number: 5582956
Current Firm: Nationwide Securities, LLC

Jeffrey Rokisky (CRD# 5582956) is an Investment Advisor Representative working at Nationwide Securities, LLC in Wheeling, WV and has over 2 years of experience in the finance industry.

Similar Advisors
Thomas Anthony, financial advisor Wheeling WV
Thomas S. Anthony
CRD# 2497992
Anthony Investment Management, LLC
Score
96
Similar Advisors
Howard Bertram, financial advisor Wheeling WV
Howard J. Bertram
CRD# 4746325
Wesbanco Securities, Inc.
Score
96
Similar Advisors
Louis Costanzo, financial advisor Wheeling WV
Louis J. Costanzo
CRD# 1613791
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Nationwide Securities, LLC Columbus, OH Dec 2013 - Current 3
Nationwide Financial Weirton, WV Nov 2013 - Current 3
Rokisky & Associates Weirton, WV May 1992 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey J. Rokisky
Phone Number: 888-753-7364
Firm Website: http://www.mynfn.com
Registered State(s):
  • OH
  • PA
  • WV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
77

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.