Jeffrey Motsco
Jeffrey Motsco is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Woodbine, MD, with 33 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
Woodbine, MD
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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 the treasurer of Columbia Business Exchange, owner of Motsco Financial Group selling fixed insurance products, and a financial advisor with 360 Benefits Group selling insurance, securities, and investment products. He also serves as president of Linden Grove HOA, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Commonwealth Financial NetworkBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Capital Portfolio Management, INC.Broker
State Registrations7 states
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