Jeffrey David Mucciarone

Current Employers

Employment History

• 06/2013 → 02/2017
  Firstmerit Bank, N.A.
  Akron, OH
• 09/2013 → 02/2017
  Lpl Financial Llc
  Northfield, OH
• 02/2017 → 06/2017
  The Huntington Investment Company
  Painesville, OH
• 07/2017 → 06/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2017 → 06/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2021 → 10/2024
  American Portfolios Financial Services
  Pepper Pike, OH
• 08/2021 → Present
  Peak Wealth Solutions
  Pepper Pike, OH
• 10/2024 → Present
  Osaic Wealth, Inc.
  Pepper Pike, OH

Previous Registrations

• 2017-07-17 → 2021-06-28
  Cambridge Investment Research Advisors, Inc.
  Richmond Heights, OH
  Richmond Heights, OH
• 2017-02-01 → 2017-06-05
  The Huntington Investment Company
  Euclid, OH
  Mentor, OH
  Willoughby, OH
  Chagrin Falls, OH
  Painesville, OH
• 2014-09-23 → 2017-02-01
  Lpl Financial Llc
  Streetsboro, OH
  Solon, OH
  Hudson, OH
  Bedford, OH
  Northfield, OH
  Chardon, OH
  Painesville, OH
  Twinsburg, OH
  Hudson, OH
  Solon, OH
  Bedford, OH
  Streetsboro, OH
  Shaker Heights, OH
  Chagrin Falls, OH
  Willoughby, OH
  Mentor, OH
  Chesterland, OH
  Euclid, OH
  Painesville, OH
• 2002-09-11 → 2003-11-06
  Ameriprise Financial Services, Llc
  Beachwood, OH

Other Businesses

1. PEAK WEALTH SOLUTIONS, INC POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/15/2021 ADDRESS: 30195 Chagrin Blvd, Suite 360, Pepper Pike OH 44124, United States DESCRIPTION: Review client accounts, prepare financial plans

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-13
• S63 Uniform Securities Agent State Law Examination
  2009-11-05

Designations

Other Names

• Jeffrey D Mucciarone
• Jeff Mucciarone