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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 Andrew Lovas is a financial advisor with Cetera Investment Advisers LLC. Jeffrey has been in the financial industry since 1991 and holds several securities licenses and registrations. Jeffrey is also a Certified Public Accountant (CPA) and has been working as a CPA since 1980. Cetera Investment Advisers LLC is a large firm with over 100,000 clients and over $100 billion in assets under management. The firm offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
SAN ANTONIO, TX
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 9/8/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 7/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/1998
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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