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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 N. Roberts is a financial advisor currently registered with Truist Advisory Services, Inc. in Chattanooga, TN. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey has been registered with Truist Advisory Services, Inc. since June 2016. Prior to joining Truist Advisory Services, Inc., Jeffrey was registered with several other firms, including BANC of America Investment Services, Inc., Morgan Stanley DW Inc., and Salomon Smith Barney Inc. Jeffrey has a wide range of experience in the financial services industry, including experience in investment advisory, financial planning, and portfolio management. Jeffrey holds the Series 7, Series 31, and Series 66 licenses. Jeffrey is also a Certified Financial Planner.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
06/06/2016 - Present
Truist Advisory Services, Inc. (CHATTANOOGA TN)
MA
04/13/2004 - 10/06/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/09/2001 - 12/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/22/2001 - 07/12/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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