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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Allan Drott is an investment advisor representative at Mariner Wealth Advisors. Jeffry has been in the financial services industry for over 20 years and has a strong background in investment management and financial planning. Jeffry is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Jeffry is registered with the Securities and Exchange Commission and holds the Series 7, Series 63, and Series 65 licenses.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
TN
03/22/2023 - Present
Mariner Wealth (Nashville TN)
FL
05/11/1999 - 05/13/2003
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NA
04/19/1999 - 05/11/1999
NATIONAL SECURITIES CORPORATION
IL
10/23/1997 - 05/04/1999
MERRILL WEBER & CO., INC. (HIGHLAND PARK IL)
NY
04/26/1996 - 09/11/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/08/1994 - 05/03/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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