Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Andrew Jones is a financial advisor with over six years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc., and previously worked for Securities America, Inc. Graham is a licensed investment advisor and holds the Series 63, Series 65, SIE, and Series 7 licenses. Graham offers a variety of financial planning services, including portfolio management, investment advice, and retirement planning. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Graham serves individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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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NC
06/14/2024 - Present
Osaic Wealth, Inc. (GREENSBORO NC)
NC
08/01/2018 - 06/14/2024
SECURITIES AMERICA, INC. (GREENSBORO NC)
BC
Issued 09/01/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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