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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 Dodson has been in the financial services industry for over 30 years. Jeffrey has a diverse background in the industry, having worked at several firms including Walnut Street Securities, Inc., Capital Analysts, Incorporated, and Interfirst Capital Corporation. He is currently registered with Cetera Investment Advisers LLC and holds several licenses and certifications, including Series 6, 7, 26, 63, 65, and 66. He is experienced in financial planning, pension consulting, portfolio management for individuals and businesses, and providing educational seminars. Jeffrey serves clients from his office in Warr Acres, Oklahoma.
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (WARR ACRES OK)
OK
02/20/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (OKLAHOMA CITY OK)
OH
10/27/2000 - 02/13/2003
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CA
04/10/2000 - 10/26/2000
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
CA
03/25/1999 - 04/10/2000
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
TX
09/12/1997 - 02/03/1999
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
NJ
03/15/1993 - 08/27/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/22/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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