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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 Allen Dannelly is a financial advisor currently working with Cetera Investment Advisers LLC in Destin, Florida. Jeffrey has over 20 years of experience in the financial industry. Prior to Cetera, Jeffrey was a Private Banker for Hancock Whitney Investment Services Inc. Jeffrey holds Series 6, 7, 63, and 65 licenses. Jeffrey provides financial planning and investment management services to individuals, corporations, and charitable organizations. Jeffrey is committed to helping clients reach their financial goals.
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
08/17/2022 - Present
Cetera Investment Advisers LLC (DESTIN FL)
FL
09/10/2013 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (CRESTVIEW FL)
FL
06/28/2012 - 08/27/2013
WELLS FARGO ADVISORS, LLC (PENSACOLA FL)
FL
10/01/2000 - 03/29/2011
WELLS FARGO ADVISORS, LLC (GAINESVILLE FL)
NC
08/06/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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