Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Graunke is a financial advisor at LPL Financial LLC, with over 20 years of experience in the industry. Jeffrey has a wide range of experience in the financial services industry, having previously worked at Morgan Stanley, Securities America, Inc., and National Planning Corporation. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses, including the Series 7, Series 63, and Series 66. Jeffrey is committed to providing personalized financial advice and guidance to help clients 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.
Consulting and other non-discretionary advisory services
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.
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2
FL
11/29/2017 - Present
LPL Financial LLC (LADY LAKE FL)
FL
10/24/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (LADY LAKE FL)
FL
06/19/2012 - 11/06/2012
MORGAN STANLEY (THE VILLAGES FL)
FL
09/13/2007 - 06/18/2012
NATIONAL PLANNING CORPORATION (THE VILLAGES FL)
FL
10/28/2003 - 09/17/2007
SECURITIES AMERICA, INC. (THE VILLAGES FL)
BOTH
Issued 08/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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