Jeffrey Ott
Financial Advisor and Registered Principal at Cetera Advisors Llc
Based in San Diego, United States
7-day free trial · no credit card
Seniority
Vp
Department
Finance & Accounting
Location
San Diego
Industry
Financial Services
Company size
285
Contact information
Reveal Jeffrey's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
j•••••••@cetera.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Jeffrey Ott
Experienced Registered Principal with a demonstrated history of working in the financial services industry. Skilled in Securities, Public Speaking, Retirement Planning, and Financial Services. Strong finance professional with a Bachelor of Arts (B.A.) focused in Molecular Biology / Sociology from University of California, San Diego. My first meeting agenda is to learn as much as I can about you, to identify where you are financially today and then talk about where you would like to be in the future. We can also explore some general investment pathways leading to your goals; those can range from gold and bitcoin to investments with an emphasis on acceptable social, environmental and corporate governance impacts and everything in-between. Lastly and importantly, we will discuss the potential fees and costs to achieve your goals. Securities offered through First Allied Securities, Inc. Member FINRA/SIPC Advisory Services offered through First Allied Advisory Services, Inc, a Registered Investment Adviser. 4437 30th St. San Diego, CA 92116
Decision-makers
Other people at Cetera Advisors Llc
- CFStaff
Christopher Fogarty
Financial Consultant · Finance & Accounting
- JKStaff
John Kadletz
Independent Financial Advisor · Finance & Accounting
- NSStaff
Nick Strainic
Financial Advisor · Finance & Accounting
- JRDirector
James Robejsek
Investment Executive · Finance & Accounting
- WSManager
Wanda Schumacker
Office Service Support Lead Data Entry Specialist · Other
Build a list of verified contacts at Cetera Advisors Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Jeffrey
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime