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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 Hoehner is an active Investment Advisor Representative with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since April 2006. Prior to joining Cetera Investment Advisers LLC, Jeffrey was associated with WBB Securities, LLC, New England Securities, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Citigroup Global Markets Inc. Jeffrey is registered with FINRA and holds the Series 7 and Series 66 licenses. Jeffrey also holds licenses in Arizona, California, Colorado, Florida, Idaho, Maryland, Missouri, Nevada, New Jersey, New York, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, and is registered as an Investment Advisor Representative in California and Texas. Jeffrey is a financial planner and 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
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
NJ
05/16/2013 - 04/02/2020
WBB SECURITIES, LLC (CRANFORD NJ)
CA
03/30/2012 - 05/14/2013
NEW ENGLAND SECURITIES (SAN DIEGO CA)
CA
06/01/2009 - 04/10/2012
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
11/14/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
04/14/2006 - 12/04/2008
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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