Jeffrey Robert Mariea

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
OH	RA	APPROVED	2023-06-29
TX	RA	APPROVED	2023-06-29

OH RA
APPROVED

Since 2023-06-29
TX RA
APPROVED

Since 2023-06-29

Branch Locations

221 East Main Street, Bellevue, OH 44811 • United States

154 Cleveland St, Elyria, OH 44035 • 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
Cetera Wealth Services, Llc	El Segundo	CA	09/2013	Present
Cetera Investment Advisers Llc	Schaumburg	IL	06/2023	Present
Planvest Inc	Bellevue	OH	12/1998	Present

09/2013 → Present

Cetera Wealth Services, Llc

El Segundo, CA
06/2023 → Present

Cetera Investment Advisers Llc

Schaumburg, IL
12/1998 → Present

Planvest Inc

Bellevue, OH

Previous Registrations

2007-06-08 → 2013-09-03

Walnut Street Securities, Inc.

Bellevue, OH

Norwalk, OH

Other Businesses

1) NAME OF OTHER BUSINESS: PLANVEST INC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESIONAL ; START DATE: 12/1998 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES ;

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-06-07

S63 Uniform Securities Agent State Law Examination

1995-06-07

Designations

Other Names

Jeff Mariea
Jeffrey R Mariea

View on SEC IAPD