Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grafton? Claim Your ProfileGrafton Newman is a financial advisor with Silver OAK Securities, Inc. based in Santa Rosa Beach, FL. Grafton is a registered representative with FINRA and a licensed investment advisor in Florida, Tennessee, and Texas. Grafton has been in the securities industry since March 5, 1983, and is a Chartered Financial Consultant. Grafton has experience in investment advice for individuals and businesses, and is also a licensed life insurance agent.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/15/2022 - Present
Silver OAK Securities, Inc. (Santa Rosa Beach FL)
TN
10/13/2003 - 10/20/2006
MUTUAL SERVICE CORPORATION (CORDOVA TN)
CA
09/30/1998 - 11/10/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/31/1998 - 08/24/1998
WALNUT STREET SECURITIES, INC.
GA
01/06/1998 - 07/31/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CA
06/20/1996 - 01/09/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
10/18/1994 - 06/18/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
01/13/1987 - 05/24/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
04/08/1986 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
05/11/1982 - 04/15/1985
NML EQUITY SERVICES, INC.
NA
09/10/1981 - 05/17/1982
TRAVELERS EQUITIES SALES, INC.
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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