Linda Jefferson
Division Leader at Primerica | Kaplan Financial Education San Francisco Bay Area
- Role
- Registered Representative at Primerica
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Linda Jefferson
With over six years of experience in financial services, I specialize in empowering…
Experience
Registered Representative
Jan 2022 — Present · US
Definition below by Adam HayesUpdated June 27, 2021What Is a Registered Representative (RR)A registered representative (RR) is a person who works for a client-facing financial firm such as a brokerage company and serves as a representative for clients who are trading investment products and securities. Registered representatives may be employed as brokers, financial advisors, or portfolio managers.Registered representatives must pass licensing tests and are regulated by the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). RRs must furthermore adhere to the suitability standard. An investment must meet the suitability requirements outlined in FINRA Rule prior to being recommended by a firm to an investor. The following question must be answered affirmatively:\"Is this investment appropriate for my client?\"
Education
California State University-San Bernardino
BA x 2, Psychology and Communications - Public Argumentation and Rhetoric
1990 — 1996
University of California, Irvine Division of Continuing Education
Certificate in HR Management , Human Resources Management and Services
2018 — 2019
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.