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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Blake is an investment advisor representative currently registered with Cetera Investment Advisers LLC in Manassas, Virginia. Jeffery Blake has been in the industry since February 18, 2000. Jeffery Blake also has past registrations with several firms including Investors Capital Corp., Lombard Securities Incorporated, Dean Witter Reynolds Inc. and Robert Thomas Securities, Inc. Jeffery Blake holds the Series 7, Series 63, Series 65 and SIE exams. Jeffery Blake specializes in providing investment advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other business entities. In addition to providing investment advice, Jeffery Blake also provides financial planning services.
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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VA
03/21/2024 - Present
Cetera Investment Advisers LLC (MANASSAS VA)
VA
12/21/2001 - 10/03/2016
INVESTORS CAPITAL CORP. (MANASSAS VA)
MD
06/02/2000 - 10/31/2001
LOMBARD SECURITIES INCORPORATED (BALTIMORE MD)
NY
04/15/1998 - 07/27/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
08/05/1997 - 09/23/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 06/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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