Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Anthony is a financial professional with over 14 years of experience in the financial services industry. Jeffrey Anthony is currently registered with Cetera Investment Advisers LLC as a Registered Representative and Investment Advisor Representative. Jeffrey Anthony has a wide range of experience in providing financial advice and investment management services to individuals, families, and businesses. Jeffrey Anthony holds the Series 6, 7, 63 and 66 securities licenses as well as the SIE exam. Jeffrey Anthony is also a Certified Financial Planner™ professional. Prior to joining Cetera Investment Advisers LLC, Jeffrey Anthony worked with Chase Investment Services Corp. and J.P. Morgan Securities LLC.
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.
1
2
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (CHANDLER AZ)
AZ
10/01/2012 - 05/15/2019
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
10/08/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
BOTH
Issued 02/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Anthony is the right advisor for you? Invested Better is here to help.
