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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 Douglas Bjornson is a financial advisor with Cetera Investment Advisers LLC and has been in the financial services industry for over 22 years. Jeffrey has a broad range of experience, having worked with various firms including IMST Distributors, LLC, HD Vest Investment Services, Atlas Securities, Inc., 1st Global Capital Corp., Raymond James Financial Services, Inc., and Argo Securities Corp. Jeffrey has a strong track record of providing financial guidance to individual and corporate clients, helping them to achieve their financial goals. He is a Certified Financial Planner and holds the Series 4, 7, 24, 63, and 66 licenses.
Chesterfield, MO
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (Chesterfield MO)
MO
06/26/2020 - 11/16/2022
IMST DISTRIBUTORS, LLC (St. Louis MO)
MO
10/04/2006 - 08/26/2019
HD VEST INVESTMENT SERVICES (Creve Coeur MO)
TX
04/13/2006 - 09/13/2006
ATLAS SECURITIES, INC. (DALLAS TX)
TX
02/28/2001 - 03/31/2006
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
FL
09/13/2000 - 01/05/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
08/19/1999 - 08/18/2000
ARGO SECURITIES CORP. (PLANO TX)
AL
03/22/1999 - 07/08/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 4/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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