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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 Andrews Whyte is a financial advisor with over 29 years of experience in the financial services industry. Jeffrey has been registered with Cetera Investment Advisers LLC since 2024 and has held previous registrations with Investors Capital Corp., BANC of America Investment Services, Inc., QUICK & REILLY, INC., UBS PAINEWEBBER INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, NEW ENGLAND SECURITIES, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Jeffrey is a Registered Investment Advisor in Massachusetts. Jeffrey offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WILBRAHAM MA)
MA
05/18/2009 - 10/03/2016
INVESTORS CAPITAL CORP. (WILBRAHAM MA)
MA
10/20/2004 - 05/20/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALMER MA)
NY
12/20/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
11/12/1999 - 11/26/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
12/19/1997 - 11/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/07/1995 - 11/21/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/03/1994 - 05/05/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/03/1994 - 05/05/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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