Jeffrey T. Robinson
Professional summary
Jeffrey Todd Robinson, CFP®, who also goes by Jeffrey T Robinson, is a registered financial professional currently at FNEX CAPITAL, LLC located in Indianapolis, Indiana.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2004. Jeffrey has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Todd Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2016 - Present
FNEX CAPITAL, LLC
Office #1: One Indiana Square Suite 2252, Indianapolis, IN 46204September 18, 2012 - December 4, 2015
MIDAMERICA FINANCIAL SERVICES, INC.
September 12, 2011 - September 24, 2012
BIC DISTRIBUTORS, LLC
October 16, 2008 - September 22, 2011
CETERA WEALTH SERVICES, LLC
December 5, 2007 - September 22, 2011
CETERA WEALTH SERVICES, LLC
November 18, 2004 - December 4, 2007
ASSOCIATED SECURITIES CORP.
August 9, 2004 - December 4, 2007
ASSOCIATED SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/29/2016)
(1/10/2020)
(1/14/2016)
(4/5/2024)
(12/15/2022)
Exams
FINRA
Current Firm
FNEX CAPITAL, LLC
CRD#: 166316 / SEC#: , 8-69199
Contact information
FINRA licenses (51 States and Territories)
Red Flags
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