Jeffrey Scott Haas

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-06-29

PA RA
APPROVED

Since 2023-06-29

Branch Locations

Bethlehem, PA • United States

3477 Corporate Parkway, Center Valley, PA 18034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Haas Financial Services	Center Valley	PA	01/2006	Present
Voya Financial Advisors	Center Valley	PA	09/2014	06/2021
Cetera Wealth Services, Llc	El Segundo	CA	06/2021	Present
Cetera Investment Advisers Llc	Schaumburg	IL	06/2023	Present

01/2006 → Present

Haas Financial Services

Center Valley, PA
09/2014 → 06/2021

Voya Financial Advisors

Center Valley, PA
06/2021 → Present

Cetera Wealth Services, Llc

El Segundo, CA
06/2023 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Previous Registrations

2016-05-09 → 2021-06-09

Voya Financial Advisors, Inc.

Bensalem, PA

Center Valley, PA

Bethlehem, PA

Windsor, CT

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 3477 CORPORATE PARKWAY; CENTER VALLEY; PA; 18034; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/23/1998; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Haas Financial Services; Yes; 3477 CORPORATE PARKWAY; CENTER VALLEY; PA; 18034; FINANCAIL SERVICES/DBA; owner; 1/1/2006; 200; 200; DBA for insurance and securities|

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-11-11

S63 Uniform Securities Agent State Law Examination

1998-11-11

View on SEC IAPD