Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Cardwell has been in the financial industry since 1983. Currently, Jeffrey is registered with Cetera Investment Advisers LLC in Houston, Texas. Previously, Jeffrey worked for Capital Analysts, Incorporated, Private Ledger Financial Services, Incorporated and MacGregor Financial Securities, Inc.. Jeffrey holds a variety of licenses and certifications including Series 63, Series 53, Series 24, SIE and Series 7. He specializes in Retirement planning, Investment advisory services, Mutual funds, Investment strategies, Stocks, Bonds and Variable life insurance. Jeffrey also provides services to individuals, businesses, corporations, trusts, estates, charitable organizations and pension and profit sharing plans.
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.
1
2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
OH
04/15/1987 - 12/31/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
12/17/1985 - 04/15/1987
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
07/21/1983 - 11/18/1985
MACGREGOR FINANCIAL SECURITIES, INC.
BC
Issued 09/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/01/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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