Jeffrey Scott Panik
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCNov 2024 to now
- Cetera Advisors LLCNov 2024 to now
- Financial Literacy First, LLCFeb 2024 to now
- Private Client ServicesAug 2023 to Nov 2024
- Rfg Advisory, LLC, dba Balance Wealth PartnersAug 2023 to Nov 2024
- Independent Advisor Alliance, LLCDec 2019 to Aug 2023
- LPL Financial, LLCNov 2017 to Aug 2023
- Ifg Advisory, LLCNov 2017 to Dec 2019
- Ameriprise FinancialSep 2013 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 3202241
- Firm CRD
- 105644