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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 Robert Pratt is a financial advisor who has been working in the industry since August 2013. Jeffrey is currently registered with Cambridge Investment Research Advisors, Inc. and has held a position as a Registered Representative in Oregon since March 2014. Jeffrey also holds a Series 66 license and has active registrations in several states including Oregon, Texas and Washington. Jeffrey also holds a Series 7 and Series 24. Jeffrey has experience working with clients of various types including individual investors and retirement plan participants. Jeffrey is committed to providing clients with personalized financial advice that is tailored to their specific needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
10/16/2015 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
07/30/2012 - 02/04/2013
WADDELL & REED, INC. (PORTLAND OR)
BOTH
Issued 10/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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