Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Robin is a financial advisor registered with LPL Financial LLC. Jeff has been in the financial services industry since 2006 and has a strong background in providing investment advice to a wide range of clients. Jeff is licensed to sell securities in Alabama, California, Georgia, Louisiana, Maryland, Mississippi, New Jersey, New Mexico, North Carolina, Oregon, and Texas. Jeff is also a Certified Financial Planner. Jeff's professional experience includes positions with J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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LA
03/30/2021 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
10/01/2012 - 01/04/2017
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
01/24/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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