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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 Williams is an investment advisor representative with Cetera Investment Advisers LLC. Jeffrey has been in the securities industry since 2000 and has held a variety of roles with different firms. Jeffrey's experience includes working as a financial advisor with both Wells Fargo Advisors and Fifth Third Securities. Jeffrey is registered with the state of Florida and Georgia and holds various industry licenses, including Series 7, 9, 24, 63, 65 and SIE. Jeffrey specializes in working with individuals and businesses to develop financial plans and manage their investments.
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
FL
08/13/2019 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
11/13/2017 - 07/19/2019
FIFTH THIRD SECURITIES, INC. (MARCO ISLAND FL)
FL
09/30/2016 - 11/16/2017
WELLS FARGO CLEARING SERVICES, LLC (BONITA SPRINGS FL)
FL
12/16/2013 - 10/14/2016
J.P. MORGAN SECURITIES LLC (BONITA SPRINGS FL)
MA
02/07/2012 - 12/17/2013
CCO INVESTMENT SERVICES CORP. (REVERE MA)
OH
12/05/2005 - 02/09/2012
THE HUNTINGTON INVESTMENT COMPANY (PERRYSBURG OH)
IL
07/06/2005 - 10/31/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/10/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/13/2000 - 07/05/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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