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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 Kugler is a financial advisor with Cetera Investment Advisers LLC, based in Coconut Creek, Florida. Jeffrey has been in the financial services industry since 1969. Jeffrey is registered with the state of Florida and New York as an Investment Advisor Representative. Jeffrey has earned the Certified Financial Planner and Chartered Financial Consultant designations. Jeffrey has previously been registered with VOYA FINANCIAL ADVISORS, INC. and RELIASTAR FINANCIAL MARKETING CORP. Jeffrey provides financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars to clients.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (Coconut Creek FL)
NY
10/01/1995 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HICKSVILLE NY)
WA
09/07/1982 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NA
12/20/1969 - 09/18/1981
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 03/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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