Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Filipek is a financial professional with over 30 years of experience in the industry. Jeffrey is registered with Cetera Investment Advisers LLC and has a Series 7, Series 6, Series 24, and Series 63 license. Jeffrey previously worked with several other firms including VOYA Financial Advisors, Inc., Locust Street Securities, Inc., and Mariner Financial Services, Inc. Jeffrey has a proven track record of success in providing financial advice and investment management services to individuals, families, and businesses. Jeffrey also has experience in providing fixed insurance through various companies. Jeffrey is committed to providing his clients with the highest level of service and expertise.
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
MN
05/08/2024 - Present
Cetera Investment Advisers LLC (WHITE BEAR LAKE MN)
MN
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Vadnais Heights MN)
IA
08/27/1997 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
FL
01/13/1997 - 08/12/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IN
11/07/1994 - 02/02/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/07/1994 - 02/02/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
08/05/1991 - 12/31/1991
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NJ
11/07/1988 - 08/26/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/07/1988 - 08/26/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
04/29/1988 - 08/08/1988
FIRST INVESTORS CORPORATION
BC
Issued 11/4/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/4/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Filipek is the right advisor for you? Invested Better is here to help.
