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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 Walls is a financial advisor who has been in the industry since 1999. Jeffrey is currently registered with Cetera Investment Advisers LLC. Jeffrey has been registered with Cetera Investment Advisers LLC since 2013. Jeffrey is also registered with Cetera Advisor Networks LLC, but has since left that firm. Jeffrey is registered in Oklahoma and Texas. Jeffrey has several years of experience in the financial industry, working with various firms such as Walnut Street Securities, Inc., LPL Financial LLC, IBC Investments and Capital Analysts, Incorporated. Jeffrey has experience in areas such as fixed annuities, life/accident/health insurance and long-term care insurance. Jeffrey is also a partner in Walls To Walls, Inc., a business that provides corporate housing units.
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (WARR ACRES OK)
OK
03/20/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (OKLAHOMA CITY OK)
OK
07/06/2011 - 03/16/2012
LPL FINANCIAL LLC (MIDWEST CITY OK)
OK
07/07/2005 - 07/07/2011
IBC INVESTMENTS (OKLAHOMA CITY OK)
CA
02/21/2003 - 07/13/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
OH
07/23/2002 - 02/13/2003
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
TX
12/20/2000 - 12/04/2001
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
MO
11/09/1998 - 10/10/2000
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 03/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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