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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 Marks is a financial professional with over 30 years of experience in the financial services industry. Jeffrey has been registered with Cetera Investment Advisers LLC and Prime Financial Strategies, Inc. for the last several years and has previously been registered with several other firms. Jeffrey provides financial planning services including retirement planning, education planning, insurance planning, and estate planning. Jeffrey also specializes in portfolio management and advisory services to individuals, families, businesses, and charitable organizations. Jeffrey holds a variety of licenses and certifications, including the Series 7, 6, 22, 24, and 63.
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CO
02/02/2001 - 10/16/2017
NATIONAL PLANNING CORPORATION (COLORADO SPRINGS CO)
NY
01/06/1995 - 02/13/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/03/1990 - 12/31/1994
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
CO
03/17/1989 - 10/03/1989
MOUNTAIN STATES INVESTMENTS, INC. (LAKEWOOD CO)
NA
03/15/1988 - 03/28/1989
MENLO INVESTMENT CORPORATION
NA
06/22/1984 - 12/21/1987
NEW ENGLAND SECURITIES CORPORATION
NA
06/09/1978 - 11/17/1978
IDS LIFE INSURANCE COMPANY
NA
06/09/1978 - 11/17/1978
IDS MARKETING CORPORATION
NA
06/09/1978 - 11/17/1978
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 6/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 5/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 5/24/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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