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 Utterback is a financial advisor who has been in the industry since October 11, 2005. He is currently registered with BFC Planning, Inc. and is licensed to provide investment advice in California, Florida, Georgia, Michigan, and Ohio. Prior to joining BFC Planning, Inc. Jeffrey Robert Utterback was registered with Citizens Securities, Inc., The Huntington Investment Company, VALIC Financial Advisors, Inc., NatCity Investments, Inc., Fifth Third Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and McDonald Investments Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
OH
11/21/2017 - Present
BFC Planning, Inc. (Toledo OH)
OH
01/25/2016 - 11/08/2017
CITIZENS SECURITIES, INC. (TOLEDO OH)
OH
08/27/2012 - 01/14/2016
THE HUNTINGTON INVESTMENT COMPANY (PERRYSBURG OH)
OH
06/14/2010 - 08/09/2012
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
04/25/2008 - 09/02/2009
NATCITY INVESTMENTS, INC. (OREGON OH)
OH
11/22/2006 - 01/18/2008
FIFTH THIRD SECURITIES, INC. (PERRYSBURG OH)
OH
02/18/2005 - 09/25/2006
METLIFE SECURITIES INC. (MAUMEE OH)
OH
02/18/2005 - 09/25/2006
METROPOLITAN LIFE INSURANCE COMPANY (MAUMEE OH)
OH
06/23/2004 - 02/18/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 08/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Utterback is the right advisor for you? Invested Better is here to help.
