JerrySlusiewicz - Financial Advisor Laguna Niguel, CA

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About Jerry Slusiewicz

Our primary service is to meet your needs through professional money management. We use stocks, bonds, mutual funds and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance and long-term care.

Creating the Income, Growth and Safety you desire through:

Portfolio Management & Capital Preservation

Cost and Risk Control Establishing Long-Term Relationships

Integrity - Service - Financial Solutions

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

CRD#

1739938

Firm CRD#

132314

Insurance License#

OA16776

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

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

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

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

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

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1882634/paladinregistry-Pacific-Financial-Planners-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Jerry Slusiewicz

Pacific Financial Planners