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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Aaron Robins is a financial advisor registered with Cambridge Investment Research Advisors, Inc. and has been in the industry since December 5, 1990. Jeffrey is licensed to provide investment advice in Michigan, Arizona, California, Colorado, Florida, North Carolina, Texas, and Virginia. Jeffrey's previous experience includes working with AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Olde Discount Corporation, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated and Equico Securities, Inc. Jeffrey works with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Jeffrey offers investment advice, financial planning, portfolio management, pension consulting, educational seminars, and market timing services.
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
MI
10/20/2010 - Present
Cambridge Investment Research Advisors, Inc. (OKEMOS MI)
NY
12/08/1992 - 01/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/08/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MI
06/11/1992 - 08/25/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
WI
12/24/1991 - 06/25/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
10/28/1991 - 06/25/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
08/24/1990 - 11/08/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/24/1990 - 11/08/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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