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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 Custer is a financial advisor with Kestra Advisory Services, LLC in Austin, Texas. Jeffrey has been in the financial industry since April 20, 2000, and has a wide range of experience in financial planning, investment management, and portfolio management. Jeffrey has a Series 7, 63, 24, and 53 license, as well as a Series 65 license. Jeffrey works with a wide range of clients, including individuals, families, businesses, and institutions. Kestra Advisory Services, LLC offers a wide range of financial products and services, including financial planning, investment management, retirement planning, and estate planning. Jeffrey is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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
TX
08/12/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
12/03/2010 - 06/05/2024
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
02/21/2006 - 12/11/2009
SOUTHWEST SECURITIES, INC. (DALLAS TX)
IL
07/06/2005 - 03/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/18/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
07/27/2000 - 10/20/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MO
03/02/1999 - 07/17/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/12/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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