Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery H Metcalfe is a financial advisor with Robinhood Financial, LLC, based in Lake Mary, Florida. He is a Series 7 and 63 licensed professional and holds a Series SIE designation. Jeffery has over 14 years of experience in the financial industry, previously working at Goldman Sachs & Co. LLC in New York, NY and Fidelity Brokerage Services LLC in Salt Lake City, Utah.
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.
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.
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2
FL
05/20/2022 - Present
Robinhood Financial, LLC (Lake Mary FL)
NY
08/22/2013 - 05/19/2022
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
UT
02/11/2008 - 07/23/2012
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 02/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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