Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lowell Robertson is a financial advisor with Ashton Stewart & Co., Inc. He has been in the industry since 2005 and holds the Series 3, Series 7, Series 24, Series 63, and Series 7TO licenses. Robertson previously worked at STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC., RBS GREENWICH CAPITAL, and BNP PARIBAS SECURITIES 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.
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
07/12/2024 - Present
Ashton Stewart & CO., Inc. (MIAMI FL)
NY
12/17/2008 - 01/09/2014
STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. (NEW YORK NY)
CT
06/05/2006 - 05/09/2008
RBS GREENWICH CAPITAL (STAMFORD CT)
NY
08/10/2005 - 05/26/2006
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BC
Issued 08/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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