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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 Clark Pieters is an investment advisor representative who has been in the industry since 1989. Jeffrey is currently registered with Cetera Investment Advisers LLC in Racine, WI. Jeffrey has been with Cetera since 2014. Previously, Jeffrey worked with PFIC Securities Corporation, Pruco Securities Corporation, Edward D. Jones & Co., L.P., Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, The Prudential Insurance Company of America. Jeffrey holds Series 6, 7, 63 and 65 licenses. Jeffrey has a history of advising individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses and selection of other advisors.
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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WI
01/21/2014 - Present
Cetera Investment Advisers LLC (RACINE WI)
TN
03/12/2002 - 02/24/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NJ
02/15/1995 - 03/22/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MO
03/22/1994 - 01/30/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
WI
03/16/1993 - 03/29/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
03/16/1993 - 03/29/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
01/16/1989 - 03/09/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/16/1989 - 03/09/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 1/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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