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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 Lovas has been in the financial services industry since 1991. Jeffrey is currently registered with Cetera Investment Advisers LLC. He has held previous registrations with C. J. M. Planning Corp.. Jeffrey is a Certified Public Accountant and has over 40 years of experience in the financial services industry. Jeffrey holds a Series 6, 7, 24, 26, 63 and 65 licenses. He is also registered in 16 states for both Broker-Dealer and Investment Advisor activities. He is committed to providing his clients with personalized financial planning and investment advice. Jeffrey’s firm specializes in working with individuals, high-net-worth individuals, corporations and businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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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TX
09/19/2012 - Present
Cetera Investment Advisers LLC (SAN ANTONIO TX)
NJ
12/04/1991 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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