Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dean Waller is a financial advisor in DALLAS, TX. Jeffrey has been in the financial services industry since 2015 and has a Series 7, Series 66 and SIE license. Jeffrey works for Cetera Investment Advisers LLC which has a main office in Schaumburg, IL. Cetera Investment Advisers LLC provides financial services to both individuals and businesses. Jeffrey is also an insurance agent and owns a business that provides credit card services to small businesses.
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
TX
05/22/2024 - Present
Cetera Investment Advisers LLC (DALLAS TX)
CT
05/17/2022 - 01/27/2023
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
TX
03/12/2019 - 03/18/2022
ALLSTATE FINANCIAL SERVICES, LLC (Rockwall TX)
TX
09/24/2015 - 04/10/2018
EDWARD JONES (GARLAND TX)
BOTH
Issued 11/3/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Waller is the right advisor for you? Invested Better is here to help.
