Unclaimed
Jeffrey John Ingraham is a registered representative with Manning & Napier Advisors, LLC. Jeffrey John Ingraham has been in the securities industry since October 28, 2004. Jeffrey John Ingraham is currently registered with Manning & Napier Advisors, LLC and was previously registered with CITIGROUP GLOBAL MARKETS INC. Jeffrey John Ingraham has passed several industry exams including the Series 3, Series 7, Series 63 and Series 66 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
07/29/2021 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
09/20/2004 - 06/14/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 08/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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