Jeffery Cossar is a registered investment advisor, based in Plymouth, NH, with 9 years of industry experience.
Location
341 Highland Street, Plymouth, NH, 03264
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
August 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Fidelity Brokerage Services LLCBroker
March 2025 - April 2025 · 1 mo
Fidelity Personal and Workplace Advisors
July 2018 - September 2024 · 6 yrs 2 mos
Strategic Advisers LLC
February 2016 - July 2018 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2015 - September 2024 · 9 yrs
State Registrations5 states
FLMAMENHVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.