Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson F. Batt is a financial advisor with Cetera Investment Advisers LLC. Jefferson has been in the financial services industry since 2003. Jefferson is registered to provide investment advice in Illinois and Texas. Jefferson previously worked at VOYA FINANCIAL ADVISORS, INC. and PRINCOR FINANCIAL SERVICES CORPORATION. Jefferson holds Series 6, 7, 63 and 65 licenses and the SIE designation. Jefferson also holds the Certified Financial Planner designation. Jefferson is a member of the Board of Advisors for Incubatoredu, a charitable organization.
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.
1
2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (MCHENRY IL)
IL
02/03/2010 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SPRING GROVE IL)
IL
10/04/2006 - 02/05/2010
PRINCOR FINANCIAL SERVICES CORPORATION (MCHENRY IL)
NY
08/06/1996 - 06/29/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/3/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/3/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jefferson Batt is the right advisor for you? Invested Better is here to help.
