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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 Motsco is a financial advisor with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since 1993 and is registered with the state of Maryland as an Investment Adviser Representative. Jeffrey holds the Series 7, Series 63, and Series 65 licenses. Jeffrey has a long history of experience in the financial services industry, having worked with several firms, including VOYA Financial Advisors, Inc. and Commonwealth Financial Network. Jeffrey is a Certified Financial Planner™ and provides a wide range of financial services to individuals, families, and businesses. These services include financial planning, investment management, and retirement planning.
WOODBINE, MD
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (WOODBINE MD)
MD
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ELKRIDGE MD)
IA
01/18/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
05/28/1999 - 12/31/1999
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
03/30/1993 - 06/15/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/30/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MD
09/29/1992 - 11/27/1992
CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)
IA
Issued 9/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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