Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Kraus is a financial advisor with over 30 years of experience in the industry. Jeffry has been registered with LPL Financial LLC since 1990 and previously worked with Rosenkranz Lyon & Ross Incorporated and The Stuart-James Company, Incorporated. Jeffry holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 63, and Series 66. Jeffry provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
1
2
IL
02/04/2025 - Present
LPL Financial LLC (HINSDALE IL)
NY
05/02/1989 - 12/04/1990
ROSENKRANTZ LYON & ROSS INCORPORATED (NEW YORK NY)
NA
04/19/1988 - 05/09/1989
THE STUART-JAMES COMPANY, INCORPORATED
BOTH
Issued 10/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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