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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 Downer is a financial advisor with over 20 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2019. Jeffrey has a wide range of experience in financial planning, portfolio management, and pension consulting. He holds multiple licenses including Series 6, 7, 24, 51, 63, and 65. He has provided financial guidance for a variety of client types including high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Cetera Investment Advisers LLC specializes in providing comprehensive financial planning services to individuals and families. The firm offers a variety of investment products and services, including mutual funds, stocks, bonds, and insurance. The firm is dedicated to providing its clients with personalized financial advice and guidance.
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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WA
06/19/2019 - Present
Cetera Investment Advisers LLC (RENTON WA)
WA
06/12/1998 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)
IA
Issued 3/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 6/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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