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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 John Voehl is a financial advisor at Cetera Investment Advisers LLC. Jeffrey has been working in the financial industry since 2001. Jeffrey is registered with FINRA and the state of Florida. Jeffrey offers a variety of financial services to individual clients, including financial planning, portfolio management and selection of other advisers. Jeffrey has a strong track record of success in 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.
1
2
FL
11/06/2023 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
04/18/2001 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (TAMPA FL)
IA
Issued 11/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/19/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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