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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 Metzl is a financial professional at Cetera Investment Advisers LLC. Jeff has been working in the financial industry since 2000 and has a wealth of experience in providing financial services. Jeff is registered as a Registered Representative and Investment Adviser Representative in the state of Illinois. Jeff is committed to providing clients with personalized financial advice and helping them reach 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
IL
03/14/2012 - Present
Cetera Investment Advisers LLC (ELMHURST IL)
IL
03/20/2000 - 12/17/2001
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
MA
09/22/1999 - 03/23/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/22/1999 - 03/23/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 3/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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