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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 David Simpson is a financial advisor with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since 1995 and has a wide range of experience in providing financial advice to individuals and businesses. Jeffrey holds multiple licenses and certifications, including the Series 6, 7, 24, 63 and 65 exams. Jeffrey also holds the Chartered Financial Consultant designation. Cetera Investment Advisers LLC is a registered investment advisor with a focus on providing financial planning and portfolio management services to individual and institutional clients.
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
PA
08/10/2023 - Present
Cetera Investment Advisers LLC (MEDIA PA)
PA
09/22/1995 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)
IA
Issued 07/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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