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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 Turton is an investment advisor representative at Cetera Investment Advisers LLC, with over 17 years of experience in the financial services industry. Jeffrey is registered with the state of Minnesota and Texas. Jeffrey has also worked with Securian Financial Services, Inc., CRI Securities, LLC and North Star Consultants, Inc. Jeffrey has a broad range of experience providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Jeffrey is committed to helping clients achieve their financial goals.
COLLEYVILLE, TX
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
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (COLLEYVILLE TX)
MN
05/29/2006 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
TX
12/13/2018 - 10/20/2021
CRI SECURITIES, LLC (Dallas TX)
NM
05/29/2006 - 12/31/2012
CRI SECURITIES, LLC (ALBUQUERQUE NM)
IA
Issued 11/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 5/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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