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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 Joseph Febbo is an investment advisor representative who has been in the financial services industry since July 19, 1984. Jeffrey is currently registered with Cetera Investment Advisers LLC in Easton, Pennsylvania. He has a variety of experience in the industry, including working with Cetera Financial Specialists LLC, C. J. M. PLANNING CORP., and PILGRIM PLANNING ASSOCIATES, INC. He holds several licenses and certifications, including Series 6, 63, 22, 26, and 65. Jeffrey is also a Certified Financial Planner. Jeffrey specializes in providing financial planning services to individuals, businesses, and pension plans. He also offers 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.
1
2
PA
10/24/2005 - Present
Cetera Investment Advisers LLC (EASTON PA)
NJ
09/11/1985 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NA
07/20/1984 - 09/30/1985
PILGRIM PLANNING ASSOCIATES, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/31/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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