linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Mark Holdgrafer

Cambridge International Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Mark Holdgrafer

Jeffrey Mark Holdgrafer is a financial advisor with over 39 years of experience in the financial industry. He is currently registered with Cambridge International Securities, LLC. Jeffrey has held previous positions with Lehman Brothers Inc., Lehman Government Securities Inc., and Lehman Special Securities Inc. He is licensed to provide investment advice in Connecticut.

Firm Information

Jeffrey Holdgrafer is currently registered with Cambridge International Securities, LLC. Cambridge International Securities, LLC is a Limited Liability Company formed on October 17, 2014. The firm is registered in Connecticut and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Holdgrafer’s Registration & Firm History

CT

02/12/2003 - Present

Cambridge International Securities, LLC (WESTPORT CT)

NY

11/21/1984 - 01/23/2003

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

07/25/1987 - 10/23/1995

LEHMAN GOVERNMENT SECURITIES INC.

NA

11/14/1988 - 07/18/1994

LEHMAN SPECIAL SECURITIES INC.

Not sure if Jeffrey Mark Holdgrafer is right for you?

Licenses & Designations

BC

Issued 12/19/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/09/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/31/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1987

Series 3 - National Commodity Futures Examination

BC

Issued 11/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Mark Holdgrafer.
Not sure if Jeffrey Mark Holdgrafer is right for you?