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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 Prentice has been in the financial industry for over 30 years. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Jeffrey is registered with Cetera Investment Advisers LLC and currently holds Series 6, 7, 63 and 65 licenses. Jeffrey has previously worked with Securian Financial Services, Inc. Jeffrey is a Registered Investment Advisor, and he is a licensed insurance agent, in several states. He has a strong commitment to helping clients achieve their financial goals. His specialties include financial planning, portfolio management, and retirement planning. Jeffrey is dedicated to providing clients with personalized and comprehensive financial advice. He also offers seminars and workshops on a variety of financial topics.
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 9/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/7/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 4/7/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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