Unclaimed
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, located in GREENWICH, NY. Robert has been in the financial services industry since 1990 and has experience in various financial sectors. Robert is currently registered with the state of New York and Texas.
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 09/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Jeffords is the right advisor for you? Invested Better is here to help.
