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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 Scott Mramor is a financial advisor with Kestra Private Wealth Services, LLC. Jeffrey has been in the industry for over 20 years and has experience in a variety of financial services, including investment advisory and portfolio management. Jeffrey is a registered representative in California and is also a registered investment advisor. Jeffrey has a commitment to providing customized financial solutions to help clients achieve their financial goals. Jeffrey has been registered with Kestra since 2012. Before joining Kestra, Jeffrey worked with LPL Financial LLC, Spire Securities, LLC, Wells Fargo Advisors, LLC, and Morgan Stanley DW Inc. Jeffrey is committed to helping clients reach 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.
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
TX
04/27/2012 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
09/28/2012 - 03/05/2014
LPL FINANCIAL LLC (WOODLAND HILLS CA)
CA
05/07/2012 - 09/28/2012
SPIRE SECURITIES, LLC (WOODLAND HILLS CA)
CA
04/27/2007 - 05/01/2012
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CA
06/20/2005 - 05/08/2007
CITIGROUP GLOBAL MARKETS INC. (WOODLAND HILLS CA)
NY
08/25/2000 - 06/20/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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