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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 Allan Grange is a financial advisor with over 25 years of experience in the financial industry. Jeffrey is currently registered with Morgan Stanley in Lisle, Illinois. Prior to joining Morgan Stanley, Jeffrey was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated from August 1998 to February 2012. Jeffrey's experience includes providing investment advice to individuals, families, businesses, and institutions. Jeffrey has a wide range of investment experience, including stocks, bonds, mutual funds, and other investment products. He holds a Series 7, Series 63, and Series 65 license. Jeffrey is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
IL
02/28/2012 - Present
Morgan Stanley (Lisle IL)
IL
08/13/1998 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
NY
05/12/1997 - 08/05/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 09/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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