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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 Alan Cardwell is an Investment Advisor Representative at Cetera Investment Advisers LLC, a registered investment advisor. Jeffrey has over 40 years of experience in the financial services industry and holds a variety of licenses and registrations including Series 7, Series 24, Series 53 and Series 63. Jeffrey’s past work experience includes roles at Capital Analysts, Incorporated, Private Ledger Financial Services, Incorporated, and MacGregor Financial Securities, Inc. Jeffrey specializes in financial planning and portfolio management for both individuals and businesses.
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
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 9/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/27/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/1/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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