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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Pratt is an Investment Advisor Representative at Osaic Wealth, Inc. Jeffrey Pratt has been in the securities industry since August 3, 2000. Jeffrey Pratt is registered with FINRA and the Securities and Exchange Commission (SEC). Jeffrey Pratt is also registered with the state of Georgia as an Investment Advisor Representative and the state of Tennessee as an Investment Advisor Representative and the state of Texas as an Investment Advisor Representative. Jeffrey Pratt is a member of the Securities Industry Essentials Examination (SIE), the Futures Managed Funds Examination (Series 31), and the General Securities Representative Examination (Series 7). Jeffrey Pratt is also licensed to sell securities in the following states: Alabama, Florida, Georgia, Kansas, Mississippi, North Carolina, South Carolina, Tennessee, and Texas. Jeffrey Pratt's firm, Osaic Wealth, Inc., has a strong focus on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals. The firm manages approximately $94.56 billion in assets, with approximately 437,201 clients.
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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TN
11/03/2023 - Present
Osaic Wealth, Inc. (BRENTWOOD TN)
TN
07/28/2017 - 11/03/2023
FSC SECURITIES CORPORATION (BRENTWOOD TN)
TN
09/07/2011 - 07/31/2017
NEXT FINANCIAL GROUP, INC. (NASHVILLE TN)
TN
03/13/2007 - 12/01/2009
U.S. BANCORP INVESTMENTS, INC. (GALLATIN TN)
TN
04/25/2002 - 02/12/2007
AMSOUTH INVESTMENT SERVICES, INC. (HERMITAGE TN)
FL
12/10/1999 - 04/24/2002
INVESTACORP, INC. (MIAMI FL)
NC
10/20/1999 - 11/22/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/24/1998 - 09/13/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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