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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 Labri is a financial advisor with Cetera Investment Advisers LLC. Jeffrey has been in the industry since March 6, 1995. Jeffrey holds Series 7, 31, 63, 65, SIE, and 99TO licenses. Jeffrey has been registered with Cetera Investment Advisers LLC since September 8, 2022. Before joining Cetera Investment Advisers LLC, Jeffrey was registered with First Allied Securities, Inc. and Wachovia Securities, LLC. Jeffrey provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Jeffrey is also a registered investment advisor in Texas and Wisconsin.
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.
1
2
WI
11/12/2020 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
WI
01/12/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BROOKFIELD WI)
WI
07/01/2003 - 01/16/2007
WACHOVIA SECURITIES, LLC (WAUKESHA WI)
NY
03/07/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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