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Jeffrey Jon Botz is a financial advisor professional located in St Cloud, MN. They specialize in financial advisory. With over 28 years of experience, they bring deep expertise to every client.
Jeffrey Jon Botz - Ubs Financial Services Inc. holds an active professional license (FINRA CRD) for your protection.
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Jeffrey Jon Botz operates as a financial advisor through UBS Financial Services Inc. in St Cloud, Minnesota. With 28 years in the financial services industry, he brings substantial experience to client relationships. His FINRA CRD registration indicates he operates under regulatory oversight from the Financial Industry Regulatory Authority, which governs broker-dealers and investment professionals. This background positions him to discuss investment strategies, portfolio management, and related financial planning matters with clients seeking professional guidance.
Jeffrey Jon Botz holds a FINRA CRD (Central Registration Depository) registration, which means he is registered with the Financial Industry Regulatory Authority. This registration is required for individuals who sell securities or provide investment advice at broker-dealer firms. FINRA oversight includes background checks, continuing education requirements, and compliance monitoring to protect investors. His registration allows him to engage in activities such as recommending securities and managing investment accounts, subject to FINRA rules and regulations.