Jeffrey Joseph Krauss
Professional Summary
Jeffrey Joseph Krauss is a registered financial advisor currently at CIGNA BENEFITS FINANCING, INC. located in Bloomfield, Connecticut. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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FINANCIAL RESOURCES GROUP, LLC
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
CIGNA BENEFITS FINANCING, INC.
Contact Information
Main Address
900 Cottage Grove Rd. Wilde Building-a4col, Bloomfield, CT 06002Mailing Address
900 Cottage Grove Rd Wilde Building-a4col, Bloomfield, CT 06002Phone Number
(860) 226-9018Established
Delaware since 02/12/2010Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(1/24/2011)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1995About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 2009About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Joseph Krauss's CRS (Customer Relationship Summary).
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