Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Jepsen is an investment advisor representative at Cetera Investment Advisers LLC and The Planners Professional Services, Inc. Graham has been in the financial services industry since 2007 and has a variety of licenses and registrations, including Series 6, 7, 63, and 65. Graham's firm, Cetera Investment Advisers LLC, is a registered investment advisor with the Securities and Exchange Commission (SEC) and offers a wide range of financial services to individuals, families, and businesses. The firm has approximately $104 billion in assets under management and specializes in financial planning, portfolio management, and retirement planning. Graham is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (WEST DES MOINES IA)
IA
06/25/2018 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (WEST DES MOINES IA)
IA
11/17/2010 - 06/27/2018
VOYA FINANCIAL ADVISORS, INC. (CARROLL IA)
IA
04/24/2007 - 08/04/2010
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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