Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Michael Robinson is a financial advisor registered with Commonwealth Financial Network. Alex is a licensed investment advisor representative and is also registered as a broker in Virginia. Alex has been in the financial services industry since 2009, working with a number of firms including LPL Financial LLC and Cetera Advisors LLC. Alex has a strong background in securities and financial planning, and offers a variety of services to individuals, families, and businesses. Alex has received the following designations:
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
09/15/2021 - Present
Commonwealth Financial Network (Richmond VA)
VA
07/31/2018 - 09/27/2021
LPL FINANCIAL LLC (RICHMOND VA)
VA
08/22/2013 - 08/15/2018
CETERA ADVISORS LLC (RICHMOND VA)
VA
06/24/2009 - 08/26/2013
SAGEPOINT FINANCIAL, INC. (RICHMOND VA)
IA
Issued 11/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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