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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 Howard Eichel is a financial advisor registered with Cetera Investment Advisers LLC and is a Registered Representative with Cetera Investment Services LLC. Jeffrey has been working in the financial services industry since March 14, 1993. He has over 30 years of experience in the financial services industry and is dedicated to providing his clients with personalized financial advice and guidance. Jeffrey is committed to helping his clients reach their financial goals by providing a wide range of financial services, including financial planning, investment management, and retirement planning. He is a Series 6, 7, and 63 licensed representative with Cetera Investment Services LLC, as well as a Series 65 licensed representative with Cetera Investment Advisers LLC. He has also earned his SIE license. Jeffrey specializes in working with high-net-worth individuals, corporations, and other 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.
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2
WI
01/21/2014 - Present
Cetera Investment Advisers LLC (FOX POINT WI)
WI
07/09/2002 - 08/02/2005
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
NJ
03/15/1993 - 07/12/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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