Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Graves is a financial professional with over 35 years of experience in the financial services industry. Jeffrey has held positions with several well-known firms, including Morgan Stanley & Co., Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., and FFEC WEALTH PARTNERS LLC. Currently, Jeffrey is a financial professional with Cetera Investment Advisers LLC. Jeffrey is a registered investment advisor and securities representative in Arizona and Texas.
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
TX
02/01/2006 - 10/24/2022
FFEC WEALTH PARTNERS LLC (ADDISON TX)
MA
12/05/2002 - 02/23/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/29/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/02/2002 - 12/06/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/25/2001 - 07/24/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
09/26/1986 - 07/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
05/01/1986 - 10/09/1986
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 6/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/3/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/1991
Series 3 - National Commodity Futures Examination
BC
Issued 9/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 4/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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