Jason Trzcinski

Jason Trzcinski Work

C

Founder

@ CPFG/LPL Financial

C

Co-Founder and LPL Financial Advisor

@ ClearPath Financial Group/LPL

Investment Advisor

@ Merrill Lynch

Jason Trzcinski Education

1991 - 1996 Bachelor of Business Administration (B.B.A.) in Marketing/Marketing Management, General

Lake Superior State University
1991 - 1996 Lake Superior State University

Jason Trzcinski Skills

Wealth ManagementInvestmentsPortfolio ManagementCustomer ServiceEnglishPublic SpeakingStrategic PlanningMicrosoft ExcelSeries 7Mutual FundsMicrosoft OfficeMicrosoft WordResearchOutlookBudgetsAsset AllocationPowerPointWindowsTeachingPhotoshopHTML401k RolloversIRAs529 PlansVariable AnnuitiesFinancial AnalysisProject ManagementSalesStrategic Financial PlanningBusiness StrategyStrategy

Jason Trzcinski Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Jason Trzcinski currently works at CPFG/LPL Financial as Jason Trzcinski - Founder at CPFG/LPL Financial.

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