Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Febbo is a financial advisor registered with Cetera Investment Advisers LLC. Jeffrey has been in the financial industry for over 39 years. Prior to Cetera Investment Advisers LLC, Jeffrey worked with C. J. M. PLANNING CORP. and PILGRIM PLANNING ASSOCIATES, INC. Jeffrey holds the Series 6, Series 22, Series 26, Series 63, and Series 65 licenses. Jeffrey has a background in financial planning, portfolio management, and pension consulting. Jeffrey specializes in working with individuals, corporations, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Jeffrey is also a partner in Deal Properties, a partnership that owns the commercial building that houses Cetera Investment Advisers LLC.
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 05/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Febbo is the right advisor for you? Invested Better is here to help.
