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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 Ott is a financial advisor with over 38 years of experience in the industry. Jeffrey is currently registered with Cetera Investment Advisers LLC in California and Texas. Jeffrey has a wide range of experience, having previously worked with First Allied Securities, Inc. and Interfirst Capital Corporation. Jeffrey holds several licenses including Series 7, 24, 51, 63, 99TO, and SIE. Jeffrey has expertise in various financial services including financial planning, portfolio management, pension consulting, and selection of other advisors.
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
CA
11/01/2022 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
02/11/2002 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
08/21/1984 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 04/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/20/1988
Series 24 - General Securities Principal Examination
BC
Issued 03/01/1988
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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