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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 Cantrell is a financial advisor registered with Cetera Investment Advisers LLC. Jeffrey has been in the industry since October 1998 and is licensed in multiple states. Jeffrey has a diverse background including previous roles with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and Ascend Financial Services, Inc.. Jeffrey is a Chartered Financial Consultant and holds several licenses and designations including Series 6, Series 7, Series 24, and Series 66. Jeffrey specializes in providing a range of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (MINERAL VA)
MD
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ROCKVILLE MD)
NY
12/21/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
10/20/1998 - 01/24/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 12/3/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/6/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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