Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mussatt is a financial advisor currently registered with Crossgrain Family Investments, LLC. He is also registered as an Investment Advisor Representative in Texas and Virginia. Jeffrey has over 20 years of experience in the financial services industry. His previous employers include PRIMEVEST FINANCIAL SERVICES, INC., LINSCO/PRIVATE LEDGER CORP. and NORTHERN TRUST SECURITIES, INC. Jeffrey holds Series 6, 7 and 63 securities licenses. He is also a Certified Financial Planner. Jeffrey provides financial planning and investment management services to a range of clients including individuals, families, businesses, and charitable organizations. Jeffrey is also a Managing Member of E9 Ventures, LLC, SRA Investco LLC, and Around the Green, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Co - investment management
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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VA
02/03/2022 - Present
Crossgrain Family Investments, LLC (HENRICO VA)
VA
05/24/2007 - 08/19/2008
PRIMEVEST FINANCIAL SERVICES, INC. (RICHMOND VA)
SC
12/09/2004 - 05/24/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
02/05/2001 - 08/18/2004
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BC
Issued 02/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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