Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amos? Claim Your ProfileAmos Webster Robinson is a financial advisor who has been in the industry since 2000. Robinson is currently registered with CHARLES SCHWAB & CO., INC. in both Vermont and California. Robinson has a wide range of experience, having previously worked at SALOMON SMITH BARNEY INC. in New York and THOMASPARTNERS, INC. in Massachusetts. Robinson holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 63, 65, and 66. Robinson is also a member of the investment committee for Saint Michael's College.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
03/08/2022 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
VT
02/11/2000 - 12/12/2006
CHARLES SCHWAB & CO., INC. (BURLINGTON VT)
NY
10/04/1999 - 12/20/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 8/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/2/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2020
Series 24 - General Securities Principal Examination
BC
Issued 6/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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