Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Roblyer is a financial advisor with Wells Fargo Clearing Services, LLC. He has been in the industry since May 1993, and holds licenses in several states including Oklahoma, Texas, California, Georgia, Kansas, Missouri, North Carolina, and Pennsylvania. Jeffrey has a Series 6, 7, 63, and 65 licenses, as well as the SIE. Jeffrey specializes in providing investment advice and financial planning to individual investors and businesses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OK
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (TULSA OK)
NY
08/03/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
03/22/1993 - 06/07/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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