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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 Lloyd Gage is a financial advisor with Morgan Stanley, a well-established firm known for providing investment advice to a wide range of clients. With over 30 years of experience in the financial industry, Jeffrey is registered to offer investment advice in multiple states and holds a variety of licenses and credentials, including Series 6, 7, 22, 24, 26, 63, and 65. Jeffrey specializes in providing financial planning, asset allocation, and portfolio management services to both individual investors and institutional clients. He is also knowledgeable in a variety of financial products, including stocks, bonds, mutual funds, and alternative investments. Jeffrey has served as a financial advisor at several firms throughout his career, including FSC Securities Corporation and CIGNA Securities, Inc., before joining Morgan Stanley in 2021.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/31/2021 - Present
Morgan Stanley (Beverly Hills CA)
GA
08/28/1997 - 02/01/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
04/05/1995 - 08/26/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
05/11/1992 - 03/15/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
PA
09/20/1983 - 04/24/1992
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 03/24/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/24/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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