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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Willard Jeffords is an investment advisor representative with Cetera Investment Advisers LLC and has over 30 years of experience in the financial services industry. Robert has been registered with Cetera Investment Advisers LLC since March 2024, and previously worked with Investors Capital Corporation and Delta Equity Services Corporation. Robert is also a registered income tax preparer and has a background in life and annuities.
GREENWICH, NY
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.
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.
1
2
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (GREENWICH NY)
NY
12/12/2001 - 10/03/2016
INVESTORS CAPITAL CORP. (GREENWICH NY)
MA
05/07/1996 - 12/11/2001
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
CT
10/24/1990 - 05/15/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
10/24/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 9/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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