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Jeffrey Katz is a financial advisor professional located in Brookfield, CT. They specialize in financial advisory. With over 41 years of experience, they bring deep expertise to every client.
Jeffrey Katz - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Jeffrey Katz operates Cetera Wealth Services, LLC in Brookfield, Connecticut, bringing 41 years of experience in financial advisory. He holds a FINRA CRD registration, which governs his work in securities and investment advice. With four decades in the industry, Katz has developed deep expertise navigating client portfolios and financial planning strategies. His lengthy tenure reflects sustained engagement with evolving market conditions and regulatory frameworks.
Jeffrey Katz's FINRA CRD (Central Registration Depository) registration indicates he is registered with the Financial Industry Regulatory Authority to conduct securities and investment advisory business. This registration requires passing qualifying exams and maintaining compliance with FINRA rules and SEC regulations. It signals that his activities in securities sales, trading, and investment advice are subject to regulatory oversight and ongoing continuing education requirements.