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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 Charles Graves is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Ameritas Advisory Services, LLC in Henrico, Virginia. Previously, Jeffrey was associated with firms such as Hornor, Townsend & Kent, Inc., MML Investors Services, LLC, and MONY Securities Corporation. Jeffrey is a licensed investment advisor in the state of Virginia, and holds the Series 6, 7, 24, 63, and 65 securities licenses. Jeffrey specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
Solicitor fees
1
2
VA
11/01/2021 - Present
Ameritas Advisory Services, LLC (HENRICO VA)
NC
02/09/2017 - 06/23/2017
HORNOR, TOWNSEND & KENT, INC. (MORRISVILLE NC)
VA
03/07/2002 - 12/01/2016
MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)
NY
09/21/1992 - 03/08/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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