Unclaimed
Robert Langley Jeffrey is a financial advisor at Truist Securities, Inc. He has been in the industry since December 21, 2009, and has been registered with FINRA since July 6, 2013. Robert is licensed in 52 states and has a Series 7, Series 79, and Series 63 license. He is also a holder of the Securities Industry Essentials Examination (SIE). Robert's previous experience includes a role at Channel Capital Group LLC.
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
GA
07/06/2013 - Present
Truist Securities, Inc. (ATLANTA GA)
NY
01/04/2008 - 07/18/2011
CHANNEL CAPITAL GROUP LLC (NEW YORK NY)
BC
Issued 07/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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