Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey C. Knox is a financial professional with over 40 years of experience in the industry. Jeffrey is a Registered Representative and Investment Adviser Representative of Cetera Investment Advisers LLC. Jeffrey is also an owner of Financial Management Strategies, Inc. which is an investment advisory firm. Jeffrey is registered to provide investment advice in multiple states. Jeffrey is committed to providing comprehensive financial planning and wealth management services. Jeffrey offers services like retirement planning, investment management, and insurance products.
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 10/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/16/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
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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