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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ronald Nativi is a financial advisor in Santa Fe, New Mexico with over 33 years of experience in the financial services industry. Jeffrey Nativi is currently registered with Cetera Investment Advisers LLC. Prior to his current position Jeffrey Nativi has worked with several other firms including SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC. and Stephens Inc. Jeffrey Nativi holds licenses in several states including NM, TX, CO, NY, OR and NC, and holds the Series 6, 7, 26, 63, and 65 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.
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
NM
04/22/2024 - Present
Cetera Investment Advisers LLC (Santa Fe NM)
PA
03/13/2008 - 07/19/2023
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
TX
06/14/2005 - 01/10/2008
CHARLES SCHWAB & CO., INC. (PLANO TX)
NC
01/01/2003 - 09/04/2003
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
07/03/2001 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
MN
12/15/1999 - 07/06/2001
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
NM
06/01/1999 - 11/19/1999
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
MA
05/05/1994 - 06/01/1999
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
TX
04/18/1991 - 05/06/1994
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
CA
01/11/1989 - 09/04/1990
NAP FINANCIAL CORPORATION (IRVINE CA)
NA
08/31/1987 - 01/30/1989
MONY SECURITIES CORP.
NA
08/31/1987 - 01/30/1989
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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