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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 Basik is a financial advisor with Cetera Investment Advisers LLC. Jeffrey is based in HOLLYWOOD, FL and has been in the industry since 1988. Jeffrey is registered as an investment advisor representative in FL, NC and TX. Jeffrey has experience with a wide range of clients including individuals, corporations, charitable organizations, pension and profit sharing plans.
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (HOLLYWOOD FL)
OH
06/27/2000 - 01/12/2001
TOWER EQUITIES, INC. (DAYTON OH)
FL
04/01/1999 - 06/22/2000
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
FL
12/11/1997 - 04/01/1999
SOUTHERN CAPITAL SECURITIES, INC. (TAMPA FL)
CA
07/15/1997 - 12/17/1997
PRIVATE ASSET ADVISORS (WESTLAKE VILLAGE CA)
NY
09/30/1994 - 06/04/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
09/21/1988 - 10/03/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/21/1988 - 10/03/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 8/9/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/1/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 9/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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