Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edward Marsico is an investment advisor representative registered with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since July 2008. Jeffrey has a Series 66 license and holds the Series 7 and SIE licenses. Jeffrey is registered in 29 states and also holds an Investment Advisor Representative registration in Texas. Jeffrey has worked with Securian Financial Services, Inc. and Cetera Advisor Networks LLC. Jeffrey is a Senior Partner and Equity Owner of Diamond State Financial Group. Jeffrey is affiliated with Cetera Investment Advisers LLC in Media, PA and also in Schaumburg, IL. Jeffrey has provided financial planning and portfolio management for individuals and 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
PA
08/10/2023 - Present
Cetera Investment Advisers LLC (MEDIA PA)
PA
07/03/2008 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)
BOTH
Issued 6/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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