Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jefferson is a financial advisor at LPL Financial LLC. Robert has been in the financial industry since 2016 and holds a Series 66, Series 24 and Series 7 licenses. Robert has held previous positions at Waddell & Reed, Essex Securities LLC and Investors Capital Corp. Robert has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory 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.
Consulting and other non-discretionary advisory services
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.
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2
MA
07/21/2021 - Present
LPL Financial LLC (WOBURN MA)
MA
10/27/2017 - 07/21/2021
WADDELL & REED (WOBURN MA)
MA
02/06/2017 - 09/19/2017
ESSEX SECURITIES LLC (Danvers MA)
MA
12/01/2015 - 08/03/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BOTH
Issued 02/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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