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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 Colvin is a financial advisor with Cetera Investment Advisers LLC. Jeffrey is a registered representative of Cetera Investment Advisers LLC and holds both Series 6 and Series 63 securities licenses. Jeffrey has been in the financial industry since 1999. Jeffrey is also a Certified Public Accountant and has been in practice since 1984. Jeffrey has worked with clients across a variety of industries, including corporations, individuals, and non-profit organizations.
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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