Unclaimed
Jeffrey Francis Brayton is a financial advisor based in Saint Clair Shores, Michigan. Jeffrey Brayton is registered with Lakeshore Financial Planning Inc. and has been in the industry since July 1993. Jeffrey Brayton's professional experience includes working for Raymond James Financial Services, Inc. and Edward D. Jones & Co., L.P.. Jeffrey Brayton holds licenses in Michigan and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
11/19/2018 - Present
Lakeshore Financial Planning Inc. (SAINT CLAIR SHORES MI)
MI
01/04/1999 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. CLAIR SHORES MI)
FL
03/16/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
07/19/1993 - 03/16/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 08/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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