Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeb? Claim Your ProfileJeb Stuart Zoller is a financial advisor with over 20 years of experience in the industry. Jeb is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with both FINRA and the SEC. Jeb is currently employed by Independent Advisor Alliance, LLC. The firm has offices in Charlotte, NC and Columbia, SC and provides a wide range of services to both individuals and businesses. Jeb is a dedicated professional who is passionate about helping clients achieve their financial goals.
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
SC
10/03/2022 - Present
Independent Advisor Alliance, LLC (COLUMBIA SC)
SC
01/17/2003 - 05/07/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (COLUMBIA SC)
IA
Issued 04/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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