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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 Weronick is a financial advisor with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since 1997 and has experience with various firms, including Truist Investment Services, Inc., MML Investors Services, LLC, and Securian Financial Services, Inc. Jeffrey holds the Series 7, Series 63, Series 65, Series 24, and Series 4 licenses and has the Chartered Financial Consultant designation. Jeffrey's client base includes high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey focuses on providing financial planning, pension consulting, and portfolio management services.
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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GA
01/09/2024 - Present
Cetera Investment Advisers LLC (DOUGLASVILLE GA)
GA
08/24/2017 - 12/15/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
05/10/2010 - 08/29/2017
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
01/17/2006 - 02/01/2010
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
11/19/2003 - 12/16/2005
NFP SECURITIES, INC. (ATLANTA GA)
IN
01/02/2001 - 11/04/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/02/2001 - 11/04/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
06/23/1998 - 10/23/2000
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
GA
01/14/1998 - 06/22/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
04/29/1996 - 12/23/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1999
Series 4 - Registered Options Principal Examination
BC
Issued 02/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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