seller-profile

Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

Connect with Jerry

General Information

Firm Start Year

2004

No.of Employees

2-4

CRD#

1739938

Insurance License#

OA16776

States Licensed in

CA

Years of Experience in Financial Services

31

Number of Years with Current Firm

14

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses

Advisory Services Provided

Wealth Management, Money Management, Portfolio Management, Financial Planning for Individuals, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Registered Investment Advisor

Securities Licenses

Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Health, Long Term Care, Variable Annuity, Variable Life, Life

Financial Organization Memberships

Provisors

Non-Financial Organization Memberships

Council Member- City of Laguna Niguel

Laguna Niguel Lions Club

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$100000

Education

B.S. Industrial Engineering -

Kettering University
-