Unclaimed
Jeffrey Downer is a financial advisor registered with Cetera Investment Advisers LLC, and has been in the financial industry since June 1998. Jeffrey Downer specializes in providing financial planning, pension consulting, and educational seminars. Jeffrey Downer also provides portfolio management for businesses and individuals. Jeffrey Downer is registered in 13 states and has a total of 11 approved state registrations. Jeffrey Downer is also registered with the state of Texas as an Investment Advisor Representative (IAR). Jeffrey Downer's previous employer was Foresters Financial Services, Inc..
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
06/19/2019 - Present
Cetera Investment Advisers LLC (RENTON WA)
WA
06/12/1998 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)
IA
Issued 03/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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