Verified recordFinancial Services

Jeff Roy

Associate Vice President, Investments at Raymond James

Based in Lafayette, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Lafayette

Industry

Financial Services

Company size

19K

Contact information

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Email

1 credit

j•••••••@raymondjames.com

Phone

5 credits

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Background

About Jeff Roy

Experienced Planning with a demonstrated history of working in the financial services industry. Skilled in Estate Planning, Risk Management, Investments, Insurance, and Personal Finance. Strong sales professional with a Bachelor of Science focused in Quantitative Business Analysis from Louisiana State University. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. INVESTMENTS ARE:*NOT FDIC/NCUSIF INSURED*MAY LOSE VALUE*NOT FINANCIAL INSTITUTION GUARANTEED*NOT A DEPOSIT*NOT INSURED BY ANY GOVERNMENT AGENCY.

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