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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 Grange is a financial advisor with D.a. Davidson & Co., a firm with a long history of providing financial services. Jeffrey has been a registered representative since 2004 and has extensive experience in the financial services industry. He holds licenses in multiple states and has a wide range of knowledge in the areas of investment management, financial planning, and retirement planning. Jeffrey is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals. He works closely with his clients to understand their individual needs and objectives and develops tailored strategies to meet their specific requirements.
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
CA
12/01/2019 - Present
D.a. Davidson & Co. (SANTA BARBARA CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (SANTA BARBARA CA)
CA
08/20/2010 - 11/04/2013
CROWELL, WEEDON & CO. (SANTA BARBARA CA)
CA
06/01/2009 - 08/27/2010
MORGAN STANLEY SMITH BARNEY (SANTA BARBARA CA)
CA
01/01/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA BARBARA CA)
IA
Issued 01/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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