Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lord Parkin is a financial professional with over 16 years of experience in the financial services industry. Jeffrey currently works as a financial advisor at Cetera Investment Advisers LLC, where he has been employed since June 2023. Prior to that, Jeffrey held positions at Cetera Advisor Networks LLC and Decimal, Inc. DBA Ubiquity. Jeffrey is a registered investment advisor in Texas and Washington. He has a strong track record of providing personalized financial advice to individuals, families, and businesses. Jeffrey is committed to helping clients achieve their financial goals through a variety of services including financial planning, portfolio management, and investment advisory.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (VANCOUVER WA)
MA
01/02/2013 - 04/29/2013
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
08/12/2010 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
WA
05/20/2010 - 07/16/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (VANCOUVER WA)
PA
11/05/2002 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
PA
01/06/1994 - 06/13/1997
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 06/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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