Unclaimed
Jeffrey Cerny is a financial advisor at Redhawk Wealth Advisors, Inc. Jeffrey has been in the industry since 2004. Jeffrey is licensed in both California and Texas. Jeffrey has been associated with the firm since June of 2020. Jeffrey previously worked at LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. Jeffrey holds the Series 66, 7, and 24 licenses. Jeffrey has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance companies.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
06/16/2020 - Present
Redhawk Wealth Advisors, Inc. (Irvine CA)
CA
04/27/2007 - 11/07/2011
LPL FINANCIAL LLC (IRVINE CA)
CA
02/03/2004 - 05/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
MN
02/03/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Cerny is the right advisor for you? Invested Better is here to help.