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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 is a financial advisor with Cetera Investment Advisers LLC, located in WARR ACRES, OK. Jeffrey has been in the financial industry since 1993. Jeffrey is registered with the state of Oklahoma and Texas. Jeffrey's professional experience includes previous roles at Walnut Street Securities, Inc., Capital Analysts, Incorporated, Interfirst Capital Corporation, San Clemente Securities, Inc., Dominion Investor Services, Inc., and Pruco Securities Corporation. Jeffrey has a strong background in financial planning, portfolio management, and retirement planning.
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 9/22/2021
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 3/13/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 3/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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