Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Schlenker is a registered representative with Cetera Investment Advisers LLC. Jeffery has been in the industry since October 2014 and is currently registered in Washington. Jeffery has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Jeffery has experience working with various financial institutions including Columbia Wealth Advisors, Columbia Bank, and TwinStar Credit Union.
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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WA
09/26/2024 - Present
Cetera Investment Advisers LLC (SPOKANE WA)
Active
Inactive
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