Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Secord is a financial advisor who has been in the industry since 1973. He is currently registered with Cetera Investment Advisers LLC. Jeffrey has a variety of experience in the financial services industry, having worked for a number of different firms over the years. He is a Certified Financial Planner and has passed several industry exams, including the Series 7, Series 63, and Series 65 exams. Jeffrey has also been a member of the advisory boards of several organizations, including the Illinois Prairie Community Foundation and Illinois State University Financial Department. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (BLOOMINGTON IL)
IL
06/05/2013 - 09/17/2019
INVESTMENT PLANNERS, INC. (BLOOMINGTON IL)
IL
01/02/2013 - 05/13/2013
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (PEORIA IL)
IL
06/06/2007 - 12/07/2012
CG BROKERAGE L.L.C. (PEORIA IL)
IL
12/07/2004 - 06/04/2007
NEW ENGLAND SECURITIES (CHICAGO IL)
FL
09/08/2003 - 11/09/2004
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
IL
06/05/2000 - 08/18/2003
FIRST BUSEY SECURITIES, INC. (CHAMPAIGN IL)
MA
01/11/1995 - 06/02/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
WI
04/20/1992 - 01/23/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
04/20/1992 - 01/13/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
05/03/1991 - 03/04/1992
UNIVERSITY INVESTMENT MANAGEMENT, INC. (SAN MATEO CA)
MN
08/02/1989 - 04/18/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/1989 - 04/18/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/09/1991 - 04/15/1991
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
08/02/1979 - 08/22/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/07/1978 - 09/06/1979
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/04/1973 - 05/03/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 10/09/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/02/1992
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Secord is the right advisor for you? Invested Better is here to help.
