Jeffrey Fleischman
Jeffrey Fleischman is a registered investment advisor at Cetera Investment Advisers LLC, based in West Bloomfield, MI, with 30 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
West Bloomfield, MI
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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 offers life and long-term care insurance. He also works as a sales executive for Peerless Dist Co (wholesale petroleum distribution), is a 1/9 owner/sales for Cousins Petroleum, Inc, and is secretary for Jewish Senior Life of Metropolitan Detroit Inc. He spends about a quarter of his time on financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations7 states
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