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Richard Lee Jeffery is a financial advisor professional located in Kamuela, HI. They specialize in financial advisory. With over 50 years of experience, they bring deep expertise to every client.
Richard Lee Jeffery - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Richard Lee Jeffery operates Cetera Wealth Services, LLC in Kamuela, Hawaii. With 50 years in the financial advisory field, Jeffery brings extensive experience to wealth management and financial planning. The business holds a FINRA CRD license (number 813255), which governs securities and investment advisory activities. Cetera Wealth Services serves clients seeking guidance on investment strategies and financial planning matters in Hawaii.
A FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority. This license type means the advisor is authorized to handle securities transactions and provide investment advice under FINRA oversight. FINRA-registered professionals must meet specific training, examination, and continuing education requirements. The CRD registration number allows clients to verify the advisor's regulatory status and disciplinary history through FINRA's public database, ensuring accountability in securities and investment advisory services.