Unclaimed
Sheri Crawford Jeffords is a financial professional with over 30 years of experience in the industry. She is a registered representative with Raymond James Financial Services, Inc., and has offices located in Spartanburg, SC and Anderson, SC. Sheri holds Series 7, 24, and 63 securities licenses, as well as the SIE exam. Sheri has previously worked with Robert Thomas Securities, Inc. and Smith Barney Inc.
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.
1
2
SC
01/04/1999 - Present
Raymond James Financial Services, Inc. (SPARTANBURG SC)
FL
09/29/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
09/04/1997 - 10/10/1997
SMITH BARNEY INC. (NEW YORK NY)
FL
06/21/1990 - 09/05/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 06/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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