Jeffrey Budzinski is a registered investment advisor, based in Buffalo, NY, with 27 years of industry experience.
Location
369 Franklin Street, Cyclorama Building, Buffalo, NY, 14202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey works full-time as a financial advisor at Lumsden & McCormick Financial, LLC, recommending and selling financial services products. He also advises and recommends life insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
MML Investors Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.