Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Brock Cima is a financial advisor who has been in the industry since 1982. Jack is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Previously, Jack was registered with VOYA FINANCIAL ADVISORS, INC. and NYLIFE DISTRIBUTORS LLC. Jack holds licenses in California, Texas, Arizona, Colorado, Florida, Nevada, Oregon, Utah and Virginia. Jack's primary area of expertise is in providing financial planning and portfolio management for individuals, businesses and pensions. Jack also provides education seminars and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (ESCONDIDO CA)
CA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ESCONDIDO CA)
NJ
03/28/2000 - 09/09/2020
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
11/29/1995 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
10/01/1985 - 11/22/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/11/1982 - 10/03/1985
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2024
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 03/14/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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