Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Basik has been a registered investment advisor since 1988 and is currently associated with Cetera Investment Advisers LLC. Jeffrey has extensive experience serving a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jeffrey holds Series 7, Series 6, Series 24, and Series 66 licenses. Jeffrey offers investment advice, financial planning, portfolio management, 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.
1
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 08/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Basik is the right advisor for you? Invested Better is here to help.
