Jeffrey Mariea
Jeffrey Mariea is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bellevue, OH, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
221 East Main Street, Bellevue, OH, 44811
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the owner and a financial professional at Planvest Inc, a financial services firm, since 1998. He spends about a quarter of his time on this, with most of the hours during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
CUNA Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations24 states
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