Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jere? Claim Your ProfileJere Meyer has been in the financial services industry since 1996. Jere is a registered representative with Cetera Investment Advisers LLC and has a current Series 6, Series 63, and Series 65 license. Jere has previously worked at various firms including FSIC, Nationwide Securities, LLC, 1717 Capital Management Company, and MONY Securities Corp. Jere is an investment advisor representative with Cetera Investment Advisers LLC, in Redmond, Washington. Cetera Investment Advisers LLC is a full-service investment firm that offers a wide range of financial products and services, including investment management, financial planning, and retirement planning. Cetera Investment Advisers LLC provides investment advisory services to high-net-worth individuals, corporations, and other institutions.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (REDMOND WA)
WA
07/01/2010 - 04/16/2018
FSIC (ISSAQUAH WA)
WA
08/01/2008 - 07/06/2010
NATIONWIDE SECURITIES, LLC (ISSAQUAH WA)
WA
04/25/2000 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (ISSAQUAH WA)
NY
11/12/1996 - 10/26/1998
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 06/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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