Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Knox is a financial professional with over 40 years of experience in the industry. Jeffrey has a wide range of experience, including working with Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Financial Management Strategies, Inc. Jeffrey holds several licenses and designations, including Series 6, 7, 24, 51, and 63, as well as a Chartered Financial Consultant designation. Jeffrey provides financial planning and asset management services to individuals, businesses, and charitable organizations.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (BROADVIEW HEIGHTS OH)
OH
10/18/1988 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VALLEY VIEW OH)
NA
11/16/1982 - 10/26/1988
W. S. GRIFFITH & CO., INC.
BC
Issued 10/7/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/16/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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