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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jeffers is a financial advisor with over 28 years of experience in the financial services industry. Christopher is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since June 2014. Prior to that, Christopher worked for AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Christopher holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Christopher is also a Chartered Financial Consultant. Christopher's experience, knowledge, and designations provide him with the expertise necessary to help 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
06/30/2014 - Present
Cambridge Investment Research Advisors, Inc. (Dallas TX)
TX
06/09/1995 - 07/09/2014
AXA ADVISORS, LLC (DALLAS TX)
NY
06/09/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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