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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 Kerman is a financial advisor with Cetera Investment Advisers LLC and Premier Wealth Advisors, LLC. Jeffrey has been in the financial services industry since 2007. Jeffrey is registered as a broker and an investment advisor representative. Jeffrey offers financial planning and investment advice services to individual investors, businesses, and pension plans. Jeffrey is also a licensed attorney specializing in tax law, estate planning, asset protection, and elder law. Jeffrey can provide insurance advice and consulting services related to identity theft protection and risk-reduction.
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
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
11/15/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 12/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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