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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 Craig Albers is a financial advisor with Alera Investment Advisors, LLC. Jeffrey has been working in the financial services industry since 1992 and holds several licenses and certifications, including the Series 6, 7, 63, and 65. Jeffrey is a Certified Financial Planner™ and works with individuals, families, businesses, and retirement plans. Jeffrey has a proven track record of helping clients achieve their financial goals.
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
WA
11/02/2018 - Present
Alera Investment Advisors, LLC (Tacoma WA)
WA
11/01/2018 - 08/23/2024
TRIAD ADVISORS LLC (Tacoma WA)
WA
12/12/2003 - 11/01/2018
KMS FINANCIAL SERVICES, INC. (TACOMA WA)
WA
06/22/2000 - 12/12/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
UT
12/01/1998 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
CT
06/13/1995 - 12/10/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
06/11/1992 - 03/20/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/11/1992 - 03/20/1995
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/11/1992 - 03/20/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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