Jeffrey Basik
Jeffrey Basik is a registered investment advisor at Cetera Investment Advisers LLC, based in Hollywood, FL, with 37 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
4000 Hollywood Blvd Ste 555-S, Hollywood, FL, 33021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in fixed insurance, life/annuities/long-term care, and DBA Retirement Advisors, dedicating nearly full-time hours to these activities. He also participates in various real estate ventures and non-profit organizations, along with serving on the US Military Academy Selection Board.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
Tower Equities, INC.Broker
Jonathan Roberts Financial Group, INC.Broker
Southern Capital Securities, INC.Broker
Private Asset AdvisorsBroker
Guardian Investor Services CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.