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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey A. Campbell is a financial advisor registered with Cetera Investment Advisers LLC. Jeffrey Campbell has been in the industry since January 3, 2003. Jeffrey Campbell holds Series 66, Series 24, Series 31, Series 7, and SIE licenses. Jeffrey Campbell has been with Cetera Investment Advisers LLC since March 2024. Prior to that, Jeffrey Campbell was affiliated with Cetera Advisors LLC from October 2016 until March 2024 and Investors Capital Corporation from July 2005 until October 2016. Jeffrey Campbell is currently registered to provide investment advice in California and Texas. Jeffrey Campbell's previous registration states include: Arizona, California, Colorado, Florida, Nebraska, Oregon, Pennsylvania, Texas, and Utah. Jeffrey Campbell is also a licensed Fixed Insurance agent.
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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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (TUSTIN CA)
CA
07/01/2005 - 10/03/2016
INVESTORS CAPITAL CORP. (TUSTIN CA)
NY
01/03/2003 - 07/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 1/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/5/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 1/2/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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