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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 Holtzclaw is an investment advisor representative with Cetera Investment Advisers LLC in KENNER, LA. Jeffrey has been in the industry since October 16, 2000. Jeffrey is registered to provide investment advisory services in Louisiana, Mississippi, New Mexico, and Texas. Jeffrey holds Series 66, Series 7, and SIE licenses. Jeffrey has previously worked for Hancock Whitney Investment Services Inc., J.P. Morgan Securities LLC, Dorsey & Company, Inc., Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated.
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
LA
06/22/2023 - Present
Cetera Investment Advisers LLC (KENNER LA)
LA
06/13/2019 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (KENNER LA)
LA
12/22/2016 - 06/18/2019
J.P. MORGAN SECURITIES LLC (METAIRIE LA)
LA
04/28/2009 - 11/16/2016
DORSEY & COMPANY, INC. (NEW ORLEANS LA)
NY
02/21/2006 - 05/22/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
09/11/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 9/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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