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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 Ryan Applebaum is a financial advisor with over 29 years of experience in the industry. Jeffrey has a Series 7, Series 6, Series 24, Series 63 and Series 65 license and is registered to provide investment advice in 32 states, including Texas. He is currently employed with Cetera Investment Advisers LLC, a large firm with over 104 billion dollars under management. Prior to joining Cetera, Jeffrey was with Securian Financial Services, Inc. for 29 years. Jeffrey provides investment advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. He offers a variety of financial planning and investment management services, including portfolio management, retirement planning, and estate planning. Jeffrey is committed to providing his clients with personalized service and helping them achieve their financial goals.
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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TX
08/10/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
07/18/1994 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
IA
Issued 5/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 7/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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