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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 Gratton is an investment advisor representative with Sageview Advisory Group, LLC. Jeffrey has been in the industry since 1999 and has experience with a variety of clients, including individuals, corporations, and charitable organizations. Jeffrey holds the Series 7 and 66 licenses, and has been registered with the state of Kansas since 2012. Jeffrey is also a licensed insurance agent, selling annuities. Jeffrey is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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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2
CA
11/15/2024 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MO
05/22/2006 - 10/09/2007
BATS TRADING, INC. (KANSAS CITY MO)
MO
02/10/2000 - 05/12/2006
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
04/20/1999 - 02/15/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 01/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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