Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Forehand is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with Cetera Investment Advisers LLC and has previously worked with firms such as First Allied Securities, Inc. and FFP Securities, Inc. Jeffrey is a Series 65 and Series 63 licensed individual who specializes in financial planning, pension consulting, and portfolio management. Jeffrey provides services for individuals and businesses.
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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2
SC
11/12/2020 - Present
Cetera Investment Advisers LLC (MYRTLE BEACH SC)
SC
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MYRTLE BEACH SC)
SC
03/05/2004 - 05/30/2008
FFP SECURITIES, INC. (MYRTLE BEACH SC)
SC
08/03/1992 - 03/16/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NC
02/26/1987 - 07/17/1992
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 08/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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