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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 Garth Cram is a financial advisor with Edelman Financial Engines. Jeffrey has been working in the financial services industry for over 20 years, and has been with Edelman Financial Engines since 2016. Jeffrey is a Series 7, 9, 10, 31, and 66 licensed professional. Jeffrey has a wide range of experience in the financial industry, including previous experience at Multi-Financial Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey is registered to provide advisory services in Kansas 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
KS
11/30/2016 - Present
Edelman Financial Engines (OVERLAND PARK KS)
KS
07/19/2010 - 11/03/2011
MULTI-FINANCIAL SECURITIES CORPORATION (OVERLAND PARK KS)
KS
09/07/2001 - 05/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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