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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 Johnnie is a financial professional with over 23 years of experience in the financial services industry. Jeffrey has been with Cetera Investment Advisers LLC since 2023. Prior to joining Cetera, Jeffrey was a financial advisor with Woodbury Financial Services, Inc. and Farmers Financial Solutions, LLC. Jeffrey holds a Series 7, Series 6, Series 26, Series 63 and Series 65 licenses. Jeffrey is also a Registered Representative with Cetera Advisor Networks LLC and a Registered Investment Advisor in Arizona, Texas, and Washington.
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (TUCSON AZ)
OR
08/02/2010 - 12/10/2013
WOODBURY FINANCIAL SERVICES, INC. (TIGARD OR)
OR
09/08/2000 - 08/03/2010
FARMERS FINANCIAL SOLUTIONS, LLC (PORTLAND OR)
IL
07/13/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 05/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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