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 Price is a financial advisor who has been in the industry since April 2007. Jeffrey has a Series 6, 7, 63, and 65 license. Jeffrey is a Certified Financial Planner and holds registrations with Cetera Investment Advisers LLC. Jeffrey has worked at several firms during his career including LPL Financial LLC, Natcity Investments, Inc., First National Bank of PA, and Cetera Investment Services LLC. Jeffrey currently works at Cetera Investment Advisers LLC.
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
PA
04/08/2019 - Present
Cetera Investment Advisers LLC (ERIE PA)
PA
04/06/2009 - 02/13/2014
LPL FINANCIAL LLC (GIRARD PA)
PA
04/18/2007 - 03/23/2009
NATCITY INVESTMENTS, INC. (ERIE PA)
IA
Issued 11/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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