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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 Steven Seltzer is a financial advisor with Centaurus Financial, Inc. Jeffrey has been in the industry since 1992, and has experience working with individuals and corporations. Jeffrey offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management. Jeffrey is registered with the state of Florida.
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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CA
10/19/2022 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
FL
09/08/2022 - 10/26/2022
CETERA ADVISORS LLC (Lauderdale by the Sea FL)
FL
12/22/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Lauderdale by the Sea FL)
FL
06/25/2010 - 12/26/2014
AMERIPRISE FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
09/09/2005 - 07/02/2010
MORGAN KEEGAN & COMPANY, INC. (FT. LAUDERDALE FL)
MI
10/25/2004 - 09/19/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
FL
06/20/1994 - 11/18/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
07/31/1993 - 07/07/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/05/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/05/1992 - 04/07/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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