Unclaimed Profile

Jennifer Lynn Szeklinski

ROSSBY FINANCIAL, LLC·MELBOURNE, Florida

SIE, Series 7, Series 63, Series 65Clean record14 years registeredROSSBY FINANCIAL, LLC

2413 IRWIN STREET, MELBOURNE, FL 32901CRD# 4655145Firm CRD# 324631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lynn Szeklinski · MELBOURNE, FL

Registration

CRD #4655145 · ROSSBY FINANCIAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

ROSSBY FINANCIAL, LLC

Oct 2023 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2015 – Nov 2023

New Berlin, WI

SII INVESTMENTS, INC.

Jun 2012 – Oct 2015

NEW BERLIN, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 26, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROSSBY FINANCIAL, LLC

CRD 324631 · SEC 801-127370

AUM

$107M

Regulatory assets under management

Employees

541 client accounts

Services offered by ROSSBY FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ROSSBY FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Lynn Szeklinski offer?

Jennifer Lynn Szeklinski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MELBOURNE, Florida for a consultation.

What are Jennifer Lynn Szeklinski's credentials?

Jennifer Lynn Szeklinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lynn Szeklinski located?

Jennifer Lynn Szeklinski is based in MELBOURNE, Florida, working with ROSSBY FINANCIAL, LLC. Their office serves clients in the MELBOURNE metropolitan area and surrounding communities.

How does Jennifer Lynn Szeklinski charge for services?

Jennifer Lynn Szeklinski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROSSBY FINANCIAL, LLC?

ROSSBY FINANCIAL, LLC has approximately 8 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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