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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 William Stclair is a financial advisor with Cetera Investment Advisers LLC, based in North Bend, Oregon. Jeffrey has been in the financial services industry since March 25, 1986. He is licensed to provide financial advice in Arizona and Oregon, and has held prior registrations with Securities America, Inc., Brecek & Young Advisors, Inc., Securities Management & Research, Inc., American General Securities Incorporated, USLIFE Equity Sales Corp., Emmett A Larkin Company, Inc., Kohn, Hebert & Associates, Ltd., U.S. Securities Clearing Corp., Transamerica Securities Sales Corporation, Transamerica Financial Resources, Inc., and BNL Securities Inc. Jeffrey holds the Series 63, Series 66, Series 7, and SIE licenses and offers financial planning, pension consulting, educational seminars, and portfolio management services.
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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (NORTH BEND OR)
OR
01/23/2009 - 10/24/2011
SECURITIES AMERICA, INC. (NORTH BEND OR)
OR
02/04/2000 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (NORTH BEND OR)
IA
07/25/1999 - 01/20/2000
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
AZ
10/01/1997 - 06/01/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
03/27/1996 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
CA
03/24/1995 - 02/29/1996
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NA
08/11/1994 - 03/01/1995
KOHN, HEBERT & ASSOCIATES, LTD.
CA
09/11/1989 - 07/29/1994
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
CA
10/22/1987 - 09/21/1989
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
11/21/1986 - 09/21/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NA
11/19/1985 - 11/26/1986
BNL SECURITIES INC.
BOTH
Issued 9/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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