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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 Scott Haas is a financial advisor currently registered with Cetera Investment Advisers LLC. Jeffrey has been in the financial industry since 1998 and is licensed in 8 states: Arizona, Delaware, Florida, New Jersey, North Carolina, Ohio, Pennsylvania, and Pennsylvania for Investment Advisor. In addition to being a licensed financial advisor, Jeffrey also has a background in insurance and is licensed in Pennsylvania as an Independent Insurance Agent. Jeffrey has served clients at several firms throughout his career including VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC. Jeffrey Haas is dedicated to providing comprehensive financial planning and investment management services to his clients.
BETHLEHEM, PA
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (BETHLEHEM PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CENTER VALLEY PA)
IA
10/20/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 11/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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