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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roderick? Claim Your ProfileRoderick R Jefferson has been a registered financial professional since 2011. Roderick began his career at Fidelity Brokerage Services LLC in Jacksonville, FL. After a brief stint at Bank of America NA, Roderick moved to Merrill Lynch in Jacksonville. In 2017 Roderick joined CUSO Financial Services, L.P. in Tampa, FL, before joining Cetera Investment Services LLC in St. Petersburg, FL. in 2018. Roderick currently holds registrations in Florida, Texas, and Georgia. He is a registered representative and investment advisor representative with Edward Jones. Roderick has experience working with a wide range of clients including individuals, high-net-worth individuals, businesses, pension plans, and charitable organizations. Roderick offers a variety of services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
FL
08/02/2024 - Present
Edward Jones (Clearwater FL)
FL
12/03/2018 - 05/03/2024
CETERA INVESTMENT SERVICES LLC (ST. PETERSBURG FL)
FL
09/18/2017 - 09/11/2018
CUSO FINANCIAL SERVICES, L.P. (Tampa FL)
FL
12/13/2011 - 08/31/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM HARBOR FL)
FL
02/17/2011 - 10/04/2011
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 12/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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