Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Blair Robinson is a financial professional registered in North Carolina and a few other states. Robinson has been working in the financial industry since 1998. Currently, Robinson is an Investment Advisor Representative associated with Osaic Institutions, Inc. in Troy, NC. Previously, Robinson was employed by LPL Financial LLC, UVEST Financial Services Group, Inc., Capital Investment Group, Inc., IFMG Securities, Inc. and First Union Brokerage Services, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
NC
02/28/2017 - Present
Osaic Institutions, Inc. (Troy NC)
NC
10/11/2011 - 01/21/2015
LPL FINANCIAL LLC (ASHEBORO NC)
NC
05/04/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ASHEBORO NC)
NC
03/31/2011 - 04/21/2011
CAPITAL INVESTMENT GROUP, INC. (BISCOE NC)
NC
01/30/2006 - 04/04/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ASHEBORO NC)
NC
01/31/2003 - 02/01/2006
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NY
07/12/2000 - 02/03/2003
IFMG SECURITIES, INC. (PURCHASE NY)
NC
06/15/1998 - 04/06/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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