Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mark Graff is a financial advisor with over 20 years of experience in the industry. He is currently registered with Victory Capital Services, Inc. in San Antonio, TX. Jeffrey has held previous positions at McDonald Investments Inc. in Cleveland, OH and A. G. Edwards & Sons, Inc. in St. Louis, MO. He holds FINRA Series 63, SIE and Series 7 licenses. Jeffrey is registered to conduct business in California and Ohio.
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.
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.
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TX
01/02/2004 - Present
Victory Capital Services, Inc. (San Antonio TX)
OH
09/09/2002 - 12/31/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
09/17/1999 - 05/10/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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