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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 with Cetera Investment Advisers LLC in Destin, Florida. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey holds Series 6, 7, 63 and 65 licenses. He also holds the SIE designation. Jeffrey provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services to individuals and businesses. Previously, Jeffrey was a Private Banker for Hancock Whitney Investment Services, Inc. He has a long history of working with high-net-worth individuals and families.
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 6/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/2017
Series 7 - General Securities Representative Examination
BC
Issued 8/4/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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