Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Wayne Graf is a financial advisor with over 20 years of experience in the financial services industry. Jeff is registered with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Jeff is a Series 7, Series 26, and Series 66 licensed professional. Jeff provides a wide range of services, including financial planning, portfolio management, and pension consulting. Jeff is committed to helping clients 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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/01/2023 - Present
Cerity Partners LLC (NEW YORK NY)
KY
09/26/2001 - 09/13/2017
ADP BROKER-DEALER, INC. (LOUISVILLE KY)
PA
03/21/2001 - 10/12/2001
INVESMART SECURITIES, LLC (PITTSBURGH PA)
IA
Issued 02/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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