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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 Robertson is a financial advisor with Cetera Investment Advisers LLC in Chehalis, WA. Jeffrey has been in the financial industry since 1983 and has held various roles at firms such as Voya Financial Advisors, Inc. and Raymond James Financial Services, Inc. Jeffrey is a Certified Financial Planner and has the Series 6, 7, 22, and SIE licenses. Jeffrey specializes in providing financial advice to individuals, businesses, and charitable organizations. Jeffrey has experience providing financial planning, portfolio management, and pension consulting.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (Chehalis WA)
WA
01/06/2021 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Chehalis WA)
WA
02/22/2000 - 07/13/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (FEDERAL WAY WA)
CA
04/28/1999 - 02/22/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
06/18/1989 - 04/29/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/07/1985 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
05/17/1986 - 12/20/1986
INVESTORS BROKERAGE SERVICES, INC.
NA
09/07/1983 - 10/28/1985
IDS FINANCIAL SERVICES INC.
NA
09/07/1983 - 10/28/1985
IDS MARKETING CORPORATION
BC
Issued 09/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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