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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 a financial advisor with Cetera Investment Advisers LLC in Manassas, Virginia. Jeffery has over 20 years of experience in the financial services industry. Jeffery previously worked at Investors Capital Corp. and Lombard Securities Incorporated. Jeffery holds Series 7, 63 and 65 licenses, and the SIE designation. Jeffery specializes in providing financial planning, portfolio management and educational seminars.
MANASSAS, VA
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 6/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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