Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Stohr is a financial professional with over 20 years of experience in the financial services industry. Jeffrey is currently registered with Cetera Investment Advisers LLC. Previously, Jeffrey worked at several firms, including AXA Distributors, LLC, Symetra Investment Services, Inc., Transamerica Capital, Inc., Woodbury Financial Services, Inc., Hartford Life Distributors, LLC, EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States. Jeffrey holds multiple licenses and certifications including Series 6, Series 7, Series 63, and Series 65, and he is a specialist in various financial areas. Jeffrey focuses on providing financial solutions to individuals, businesses, and charitable 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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW BRIGHTON MN)
NC
09/10/2012 - 04/24/2020
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
WA
06/11/2012 - 08/24/2012
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
CO
07/07/2011 - 06/11/2012
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MN
05/27/2011 - 06/29/2011
WOODBURY FINANCIAL SERVICES, INC. (PRIOR LAKE MN)
CT
10/26/2001 - 05/09/2011
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
NA
07/13/1993 - 09/23/1993
EQUICO SECURITIES, INC.
NA
07/13/1993 - 09/23/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 2/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/7/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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