Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Colvin is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Previously, Jeffrey was registered with Walnut Street Securities, Inc. from May 2003 to September 2013, MML Investors Services, Inc. from October 2000 to May 2003, and National Planning Corporation from September 1997 to December 1998. Jeffrey holds Series 6, Series 63 and SIE licenses and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Jeffrey also operates Colvin Tax Service and is the owner of Maple City Professional Services DBA Colvin Enterprises.
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 (NORWALK OH)
OH
05/08/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NORWALK OH)
MA
10/27/2000 - 05/02/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
09/29/1997 - 12/31/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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