Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Prentice is a financial advisor at Cetera Investment Advisers LLC. Jeffrey has been in the industry since 1993 and has a broad range of experience. Jeffrey holds Series 6, 7, 63 and 65 licenses, as well as the SIE. Jeffrey has also earned the Certified Financial Planner and Chartered Financial Consultant designations. Jeffrey is a highly experienced and qualified advisor who can help you with your financial needs. Jeffrey works with individuals, families, businesses, and retirement plans. In addition to his work at Cetera Investment Advisers LLC, Jeffrey is also the owner of Prentice Financial Services and a fixed insurance agent for Sama Fixed Insurance.
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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IL
08/10/2023 - Present
Cetera Investment Advisers LLC (OSWEGO IL)
IL
04/08/1993 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OSWEGO IL)
IA
Issued 09/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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