Jeffrey Panik
Jeffrey Panik is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Kennesaw, GA, with 26 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
125 Townpark Drive, Suite 300, Kennesaw, GA, 30144
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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 an insurance agent selling fixed insurance products since 2000, dedicating a few hours per week. He also works as a financial professional for Balance Wealth Partners, spending about a quarter of his time providing financial services, and is an author/president of Financial Literacy First, LLC, spending a few hours per week on publishing and marketing books.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Rfg Advisory, LLC
Private Client Services, LLCBroker
Independent Advisor Alliance, LLC
Ifg Advisory, LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
State Registrations5 states
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