Jeff Custer Email & Phone Number
Trade Supervisor @ Kestra Financial
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Jeff Custer Location
- Austin, TX, US
Jeff Custer Work
- Trade Supervisor @ (November 2010 - Present)
- AVP, Relationship Manager @ (February 2006 - November 2009)
- Financial Advisor RIA and Team Leader @ (October 2004 - February 2006)
- 401k RIS Representative @ (November 2003 - October 2004)
- Premium Financial Services Representative @ (July 2000 - November 2003)
- Investment Representative @ (December 1998 - July 2000)
Jeff Custer Education
- SMU Cox School of Business
BBA (Marketing)
- Southern Methodist University
Bachelor (Business Administration)
Jeff Custer Skills
- Banking
- Employee Benefits
- Finance
- Financial Advisory
- Financial Services
- Insurance
- Investments
- Leadership
- Options
- Portfolio Management
- Retirement Planning
- Securities
- Series 63
- Series 7
- Trading
- Training
Jeff Custer Summary
- Jeff Custer, based in Austin, TX, US, is currently a Trade Supervisor at Kestra Financial. Jeff Custer brings experience from previous roles at Southwest Securities, Chase and Fidelity Investments. Jeff Custer holds a BBA in Marketing @ SMU Cox School of Business. With a robust skill set that includes Banking, Employee Benefits, Finance, Financial Advisory, Financial Services and more. Jeff Custer has 2 emails and 1 mobile phone numbers on RocketReach.
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