Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Granneman is a financial advisor registered with Charles Schwab & CO., Inc. Jeffrey has over 16 years of experience in the financial services industry. Jeffrey is registered with the state of Nebraska as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
02/22/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
08/07/2007 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
12/22/2017 - 06/16/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BOTH
Issued 10/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2018
Series 4 - Registered Options Principal Examination
BC
Issued 09/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jeffrey Granneman is the right advisor for you? Invested Better is here to help.
