Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mariea is a financial professional with over 35 years of experience in the financial services industry. Jeffrey has been registered with Cetera Investment Advisers LLC since 2013 and also holds registrations in Ohio and Texas. Jeffrey has a strong background in financial planning and portfolio management, providing services to individuals, corporations, and charitable organizations. In addition to Cetera, Jeffrey has also been associated with Walnut Street Securities, Inc., CUNA Brokerage Services, Inc., and American Express Financial Advisors Inc. Jeffrey is also a Certified Financial Planner and the owner of Planvest Inc., a financial services firm based in Bellevue, Ohio.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE OH)
OH
02/24/1994 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BELLEVUE OH)
IA
02/07/1991 - 03/01/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
08/21/1986 - 02/07/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 6/7/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Mariea is the right advisor for you? Invested Better is here to help.
