Unclaimed
Jeffrey Charest is a financial advisor at Cetera Advisor Networks LLC. Jeffrey has been in the financial industry since July 6, 2017. Jeffrey is registered with the state of Massachusetts. Cetera Advisor Networks LLC is a full-service investment firm offering a wide range of financial products and services.
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.
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.
1
2
MA
10/05/2018 - Present
Cetera Advisor Networks LLC (WORCESTER MA)
KS
12/21/1999 - 07/25/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
04/22/1999 - 12/14/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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