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 Kutchmire has been in the financial industry since February 23, 1989. Jeffrey is currently registered with Cetera Investment Advisers LLC as a Registered Representative in the state of Florida and is also registered as an Investment Advisor Representative in Florida. Jeffrey is also registered with numerous other state regulatory bodies. Previously, Jeffrey worked for Foresters Financial Services, Inc. in Tampa, Florida from February 24, 1989 to June 25, 2019. Jeffrey is a Certified Financial Planner. Jeffrey has also passed the Series 6, Series 63 and SIE examinations. Jeffrey also has experience working with individuals other than high net worth individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Jeffrey is an active member of the financial community and is involved in various charitable and community activities.
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
FL
07/15/2019 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
02/24/1989 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (TAMPA FL)
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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