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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 Etzin is an investment advisor representative with Cetera Investment Advisers LLC. Jeffrey has been in the securities industry since March 2, 1994. Jeffrey is registered with the state of New Jersey as an Investment Advisor Representative and a Securities Agent. Jeffrey is also registered with the state of California, New York, and New Jersey as a Securities Agent. Jeffrey has passed the Series 6, Series 63, Series 65, and SIE exams. Jeffrey is also a Certified Public Accountant (CPA) and has been involved in the accounting and tax preparation business since April 1989.
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
NJ
12/15/2006 - Present
Cetera Investment Advisers LLC (HACKENSACK NJ)
NJ
03/03/1994 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 12/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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