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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 Dean Priddy is a financial advisor who has been in the industry since 1995. Jeffrey is currently registered with Cetera Investment Advisers LLC as a registered investment advisor (IA) representative. Jeffrey has also been previously registered with FIRST ALLIED SECURITIES, INC., D.E. FREY & COMPANY, INC., and DEAN WITTER REYNOLDS INC.. Jeffrey is licensed in multiple states, including North Carolina, Florida, Georgia, Indiana, Minnesota, Ohio, Pennsylvania, South Carolina, and Virginia. Jeffrey is committed to providing his clients with personalized financial advice and investment management services.
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
NC
11/12/2020 - Present
Cetera Investment Advisers LLC (WINSTON-SALEM NC)
NC
09/29/2000 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WINSTON-SALEM NC)
CO
07/13/1999 - 10/26/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
09/08/1995 - 07/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 7/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 9/7/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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