Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J Fogle is a financial professional with over a decade of experience in the financial services industry. Jeffrey has been registered with Cetera Investment Advisers LLC since March 2024. Prior to that, Jeffrey was with OneAmerica Securities, Inc., MML Investors Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Waddell & Reed, Inc., and J.P. Morgan Securities LLC. Jeffrey has experience in a variety of areas including financial planning, portfolio management, and insurance. Jeffrey holds Series 6, 7, 63, and 66 licenses.
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
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (GLENDORA CA)
CA
02/05/2021 - 05/31/2023
ONEAMERICA SECURITIES, INC. (CORONA CA)
CA
10/10/2017 - 12/09/2020
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
04/03/2017 - 08/29/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TORRANCE CA)
CA
03/06/2015 - 03/29/2017
WADDELL & REED (TORRANCE CA)
CA
10/01/2012 - 12/09/2014
J.P. MORGAN SECURITIES LLC (REDONDO BEACH CA)
CA
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANHATTAN BEACH CA)
BOTH
Issued 7/6/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/1/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/5/2015
Series 7 - General Securities Representative Examination
BC
Issued 9/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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