Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Carl Campbell is a financial advisor registered with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Jefferson Carl Campbell has been active in the financial industry since September 14, 2014. Prior to joining Cetera Investment Advisers LLC, Jefferson Carl Campbell was associated with ProEquities, Inc. in Huntsville, Alabama and Raymond James Financial Services, Inc. in Huntsville, Alabama. Jefferson Carl Campbell is licensed to provide investment advice in Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas.
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
LA
01/30/2023 - Present
Cetera Investment Advisers LLC (WEST MONROE LA)
AL
10/20/2016 - 04/24/2020
PROEQUITIES, INC. (HUNTSVILLE AL)
AL
09/08/2014 - 10/12/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (HUNTSVILLE AL)
IA
Issued 3/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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