Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen West is a financial advisor who has been in the industry since 2000. Jeffrey Allen West has a strong focus on financial planning, investments, and insurance. Jeffrey Allen West is currently registered with Cetera Investment Advisers LLC and has a history of working with other firms including Royal Alliance Associates, Inc., Walnut Street Securities, Inc., The Riderwood Group Incorporated, New England Securities, American Express Financial Advisors Inc., and IDS Life Insurance Company. Jeffrey Allen West has experience working with a range of clients including individuals, businesses, and charities.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (LEMOYNE PA)
PA
10/12/2012 - 04/09/2020
ROYAL ALLIANCE ASSOCIATES, INC. (LEMOYNE PA)
PA
04/24/2008 - 10/19/2012
WALNUT STREET SECURITIES, INC. (HARRISBURG PA)
PA
02/21/2006 - 04/23/2008
THE RIDERWOOD GROUP INCORPORATED (HARRISBURG PA)
NY
07/30/2003 - 05/10/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
11/22/2000 - 05/29/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/2000 - 05/29/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey West is the right advisor for you? Invested Better is here to help.
