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Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

KATY, TX

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Warren Farley is a financial advisor registered with Cambridge Investment Research Advisors, Inc. since 2012. Prior to that, Jeffrey was a registered representative with Sanders Morris Harris Inc. from 2000 to 2012. Jeffrey has been active in the industry since 1985. Jeffrey has a strong track record of success in the financial services industry. He specializes in providing financial planning and investment advice to individuals, families, and small businesses. Jeffrey is committed to helping his clients reach their financial goals. Jeffrey is a Certified Financial Planner and holds the Series 7, Series 24, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

US Advanced Computing Infrastructure, Inc.

location

HIGHLAND PARK, IL

0 Disclosures

ADVISOR BIO

Jeffrey Cohen is a Registered Investment Advisor (IA) representative, currently affiliated with US Advanced Computing Infrastructure, Inc. He has a Series 65 license and has been in the industry since December 2018. Jeffrey has prior experience at several other organizations, including International Business Machines (IBM) Corporation and Hewlett Packard Enterprises. Jeffrey specializes in providing financial planning, market timing services, and investment management for individuals. His firm also offers security ratings and publishes periodicals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Rockville, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Lynn Olson is an investment advisor representative for Cambridge Investment Research Advisors, Inc., working out of the Rockville, MD branch office. Jeffrey has been in the industry since June 2002 and has a Series 7, 24, 63, and 65 license. Jeffrey also has experience with CADARET, GRANT & CO., INC. and MORGAN STANLEY SMITH BARNEY. Jeffrey Olson provides financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors services to clients. Jeffrey has been registered as an investment advisor representative in 19 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Corient | CFP ® (Certifications)

location

COLUMBUS, OH

0 Disclosures

ADVISOR BIO

Jeffrey E. Suchy is a Certified Financial Planner™ and a registered Investment Advisor Representative with Corient. Jeffrey has been in the industry since June 2002. Jeffrey is also registered with the state of Ohio. Jeffrey has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

GRAIN VALLEY, MO

experience

28 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Jeffrey Lynn Coleman is a financial advisor with Cambridge Investment Research Advisors, Inc. located in GRAIN VALLEY, MO. Jeffrey Coleman has been working in the financial industry since June 28, 1997 and has a strong background in investment advisory services. Jeffrey Coleman is licensed in both California and Missouri.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

CLARKSTON, MI

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Lichty is a financial advisor with over 35 years of experience in the industry. Currently, Jeffrey is registered with Cambridge Investment Research Advisors, Inc. Jeffrey has also previously worked for several other firms, including Multi-Financial Securities Corporation, VESTAX Securities Corporation, and Royal Alliance Associates, Inc. Jeffrey is a registered representative with a Series 7 and Series 63 license as well as a Series 65 license as a Registered Investment Advisor. Jeffrey has experience working with individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Jeffrey is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Fairfield, IA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Wick is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Cambridge Investment Research Advisors, Inc. Jeffrey has worked for multiple firms throughout their career including Feltl & Company, U.S. Bancorp Investments, Inc. and Wells Fargo Investments, LLC. Jeffrey holds Series 6, 7, 9, 10, 63, 65 and 66 licenses, as well as the SIE. Jeffrey specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey John Miller is a financial advisor who has been in the industry since 1989. He is currently registered with GWN Securities Inc. and has been with the firm since December 2005. Jeffrey John Miller has also held previous positions at ING Financial Advisers, LLC, Gunnallen Financial, Inc, VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Princor Financial Services Corporation, and Waddell & Reed, Inc. Jeffrey John Miller is licensed to provide financial advice in Florida, Georgia, Massachusetts, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

Lauderdale By The Sea, FL

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Steven Seltzer is a financial advisor with Centaurus Financial, Inc. Jeffrey has been in the industry since 1992, and has experience working with individuals and corporations. Jeffrey offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management. Jeffrey is registered with the state of Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

TOWSON, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Howard Black is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., and has over 30 years of experience in the industry. Jeffrey is registered with the state of Maryland and holds the Series 6, 7, 22, 63, and 65 licenses, and the SIE certification. Prior to joining Cambridge Investment Research Advisors, Inc., Jeffrey worked at INTERSECURITIES, INC., FORTIS INVESTORS, INC., and NEW ENGLAND SECURITIES. Jeffrey is also an independent insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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