Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Hefley is a financial advisor with over 25 years of experience in the financial services industry. Jerry is currently registered with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC. Jerry specializes in providing financial planning and investment advice to individuals, families, and businesses. Jerry is committed to helping clients reach their financial goals.
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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NY
03/21/2024 - Present
Cetera Investment Advisers LLC (MACEDON NY)
NY
07/03/2001 - 02/16/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/06/2000 - 07/20/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/13/1997 - 04/05/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/13/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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