Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Buchheister is a financial professional with over 20 years of experience in the industry. Jeffrey has a wide range of experience with several firms including Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC and First Allied Securities, Inc. Currently, Jeffrey is registered with Avantax Investment Services, Inc. and Cetera Advisors LLC. Jeffrey has earned several professional designations and holds Series 7, 24, 27, 63, 99TO and SIE licenses.
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.
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.
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2
TX
07/01/2024 - Present
Avantax Investment Services, Inc. (DALLAS TX)
CA
09/01/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
09/01/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
01/22/2004 - 08/22/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 10/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/21/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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