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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 G Kinneston is a financial advisor registered with Cetera Investment Advisers LLC. Jeffrey has been in the industry since February 12, 1986 and is currently registered with the state of Vermont. Jeffrey holds Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Jeffrey is also a Chartered Financial Consultant. Jeffrey's practice focuses on providing financial planning and investment management services to individuals, families, and businesses. Jeffrey has a strong track record of success in helping clients reach their financial goals. Jeffrey's previous employment history includes roles at NFP Securities, Inc. and Hornor, Townsend & Kent, Inc.
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
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 02/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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