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Robert S Willingham

Jefferies LLC

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About Robert S Willingham

Robert Willingham is a financial advisor with Jefferies LLC. Robert has over 2 years of experience in the financial services industry. Robert is registered in North Carolina and holds the Series 63, Series 79TO, and SIE licenses. Robert has a state exam category of Series 63.

Firm Information

Robert Willingham is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Robert Willingham’s Registration & Firm History

NC

01/31/2022 - Present

Jefferies LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 11/11/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert S Willingham.
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