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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 Sprague is a financial advisor with Cetera Investment Advisers LLC in BINGHAM FARMS, MI. Jeffery has been in the industry since 1992. Jeffery is also registered with First Allied Securities, Inc. Jeffery has several designations and has earned licenses in multiple states including MI, TX, CA, FL, GA, IL, IN, LA, VA, and AZ. Jeffery specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jeffery has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jeffery is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MI
11/12/2020 - Present
Cetera Investment Advisers LLC (BINGHAM FARMS MI)
MI
01/02/2002 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BINGHAM FARMS MI)
CA
04/24/2000 - 12/31/2001
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
VT
11/20/1992 - 04/25/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
10/05/1992 - 11/04/1992
G. R. PHELPS & CO., INC.
BOTH
Issued 2/22/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/2/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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