Jeffrey Motsco
Investment adviser representative at Cetera Investment Advisers LLC
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2021 to now
- Columbia Business ExchangeJan 2002 to now
- Voya Financial AdvisorsSep 2014 to Jun 2021
- Motsco Financial and InsuranceJan 1993 to Dec 2023
- Creative ExpressionsAug 1989 to Nov 2023
- Jeff MotscoAug 1989 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2277480
- Firm CRD
- 105644