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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Allen Williams is a financial advisor who has been in the industry since 1987. Jeff Allen Williams is currently registered with Cetera Investment Advisers LLC and previously was with Foresters Financial Services, INC. Jeff Allen Williams is a licensed investment advisor representative (IAR) in Oregon, and holds Series 6, 63 and 65 licenses. He is registered with the state of Oregon and several other states. Jeff Allen Williams specializes in working with individual investors, corporations, pension plans and charitable organizations.
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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OR
06/19/2019 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
06/22/1987 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 7/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/9/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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