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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 Robinson is a financial advisor with Sanctuary Advisors, LLC, working out of the Springfield, MO office. Jeffrey Robinson has been in the financial industry for over 12 years and has earned the Certified Financial Planner designation. Jeffrey Robinson's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals. Jeffrey Robinson is registered with the state of Arkansas, California, Missouri, and Washington. Jeffrey Robinson has also been a partner with Robinson and Company LLP, an accounting firm, since 2010. Jeffrey Robinson has an extensive background in tax and accounting 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.
A percentage of the total value of assets under management is charged.
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2
MO
12/13/2022 - Present
Sanctuary Advisors, LLC (SPRINGFIELD MO)
MO
07/15/2011 - 12/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (SPRINGFIELD MO)
MN
10/06/1999 - 05/16/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/1999 - 05/16/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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