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 industry. Jeffrey is registered with Cetera Investment Advisers LLC in both Ohio and Texas. Jeffrey is a Certified Financial Planner and specializes in helping individuals and families achieve their financial goals. Jeffrey is also an owner of Planvest Inc, a financial services firm based in Bellevue, Ohio. Jeffrey has a strong track record of success in providing financial advice and has helped many clients reach their financial objectives.
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.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (ELYRIA 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 06/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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