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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 Charles Young is an active investment advisor representative and registered representative with Cetera Investment Advisers LLC in Scottsdale, Arizona. Jeffrey has been in the securities industry since 1983 and has been registered with First Financial Equity Corporation, WestAmerica Investment Group, RL Kotrozo, Inc., and Dean Witter Reynolds Inc., all in Scottsdale, Arizona. Jeffrey is a Series 7, Series 22TO, Series 39, Series 63, and Series 65 licensed professional. Jeffrey holds licenses in 19 states. Jeffrey's primary focus is providing financial planning and investment advisory services to 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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
11/13/2001 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
03/13/1990 - 11/12/2001
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
NA
10/31/1985 - 03/15/1990
RL KOTROZO, INC.
NA
04/20/1983 - 08/23/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 01/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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