Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey G Kinneston is a financial professional with over 37 years of experience in the financial services industry. Jeffrey is a registered representative with Cetera Investment Advisers LLC and has been with the firm since 2013. Jeffrey previously worked with NFP Securities, Inc. and Hornor, Townsend & Kent, Inc. He is licensed in several states and holds Series 6, 7TO, and SIE licenses. Jeffrey has earned the Chartered Financial Consultant designation. Jeffrey specializes in providing a range of financial services, including financial planning, pension consulting, and portfolio management. Jeffrey is committed to helping clients achieve their financial goals.
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
VT
04/05/2013 - Present
Cetera Investment Advisers LLC (BURLINGTON VT)
VT
04/22/2003 - 03/28/2013
NFP SECURITIES, INC. (COLCHESTER VT)
PA
02/13/1986 - 05/09/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/3/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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