Jeffrey D. Dziadziola

CONCENTRATED RISK SOLUTIONS

Frisco, TX

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CRD#: 2305113

Professional summary

Jeffrey David Dziadziola, who also goes by Jeff Dziadziola, is a registered financial advisor currently at CONCENTRATED RISK SOLUTIONS INC. located in Frisco, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Dziadziola

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Dziadziola's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2014 - Present

CONCENTRATED RISK SOLUTIONS INC.

RIA

CRD#: 171758

Frisco, TX

Past

March 14, 2014 - July 25, 2014

CAPITAL WEALTH PLANNING, LLC

RIA

CRD#: 150764

NAPLES, FL

Past

May 6, 2008 - October 12, 2010

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

February 27, 1996 - April 9, 2008

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

January 26, 1995 - February 28, 1996

PRODUCT DISTRIBUTORS, INC.

CRD#: 35540

SCHAUMBURG, IL

Past

January 18, 1993 - July 18, 1994

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/20/2021)

IAR

Texas
(9/5/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/14/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONCENTRATED RISK SOLUTIONS INC.

CRD#: 171758 / SEC#:

New York

Registered Investment Advisory firm - (9/29/2014 Approved)

Texas

Registered Investment Advisory firm - (9/5/2014 Approved)

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Contact information

Main Address

Frisco, TX

Mailing Address

Phone number

(972) 489-7648

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey D. Dziadziola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Dziadziola's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCENTRATED RISK SOLUTIONS INC.

CAPITAL WEALTH PLANNING, LLC

TRANSAMERICA CAPITAL, LLC

PACIFIC SELECT DISTRIBUTORS, LLC

PRODUCT DISTRIBUTORS, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2014

Series 63

Date: 1/27/1993

Series 6

Date: 1/14/1993

Current Firm

CONCENTRATED RISK SOLUTIONS INC.

Contact information

Documents

Red Flags

Company Information

CONCENTRATED RISK SOLUTIONS INC.

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