Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter J Grafton is a financial advisor who has been in the industry since March 2013. Dexter has a Series 7 and Series 66 license and has been registered with LPL Financial LLC since March 2024. Dexter J Grafton's previous employer was MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, where Dexter was registered from March 2013 to March 2024. Dexter J Grafton is registered to provide investment advice in multiple states, including Florida, Texas and many others.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/21/2024 - Present
LPL Financial LLC (WINTER PARK FL)
FL
03/22/2013 - 03/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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