Jeffrey Motsco

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1989 → 11/2023
  Creative Expressions
  Columbia, MD
• 01/2002 → Present
  Columbia Business Exchange
  Columbia, MD
• 08/1989 → 11/2023
  Jeff Motsco
  Elkridge, MD
• 01/1993 → 12/2023
  Motsco Financial And Insurance
  Elkridge, MD
• 09/2014 → 06/2021
  Voya Financial Advisors
  Des Moines, IA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-01-01 → 2021-06-09
  Voya Financial Advisors, Inc.
  Towson, MD
  Elkridge, MD
  Ellicott City, MD
  Severna Park, MD
  Windsor, CT
• 2002-02-19 → 2004-01-01
  Locust Street Securities, Inc.
  Elkridge, MD

Other Businesses

1. NAME OF ENTITY: Columbia Business Exchange; No; PO BOX 945; COLUMBIA; MD; 21044; networking group; treasurer; 1/1/2002; 4; 4; treasurer 2. NAME OF ENTITY: Motsco Financial Group; No; 5965 Sandy Ridge; Elkridge; MD; 21075; FIXED INSURANCE/DBA; Owner; 8/1/2019; 80; 60; SELL AND SERVICE FIXED INSURANCE PRODUCTS. 3. NAME OF ENTITY:360 Benefits Group; Yes; 5965 Sandy Ridge; Elkridge; MD; 21075; Financial Services/DBA; Financial Advisor; 5/6/2021; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS; 4. NAME OF OTHER BUSINESS: LINDEN GROVE HOA, INVESTMENT RELATED: NO, ADDRESS: 1402 HERITAGE RIDGE ROAD, WOODBINE, MD 21797 NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: INTERACTING WITH THE LANDSCAPER; 5. FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/1/1993; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-25
• S63 Uniform Securities Agent State Law Examination
  1992-10-01

Designations

• Certified Financial Planner