Unclaimed
Jeffrey Kevin Hendershot is a registered investment advisor representative with Cetera Investment Advisers LLC. Jeffrey is a seasoned professional with over 27 years of experience in the financial services industry. Jeffrey has previously held roles with First Allied Securities, Inc., LPL Financial LLC, Legend Equities Corporation, Nationwide Fund Distributors LLC, Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., and The Ohio Company.
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
12/17/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
04/24/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/02/2011 - 05/06/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/07/2010 - 02/17/2011
LEGEND EQUITIES CORPORATION (SAN DIEGO CA)
OH
01/10/2008 - 12/31/2008
NATIONWIDE FUND DISTRIBUTORS LLC (COLUMBUS OH)
OH
01/02/2008 - 01/11/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
01/12/2001 - 12/31/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
04/04/1992 - 01/16/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
OH
11/01/1990 - 08/15/1991
THE OHIO COMPANY (CINCINNATI OH)
BOTH
Issued 12/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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