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 with over 20 years of experience in the industry. Amos has a broad range of experience, having worked at Charles Schwab & CO., Inc., Salomon Smith Barney Inc. and Windhaven Investment Management. Amos currently holds Series 7, 9, 10, 24, 63, 65, and 66 licenses. Amos has a strong background in financial planning and investment management, and is committed to providing clients with personalized advice and service. Amos is dedicated to understanding the unique needs of each client and working with them to develop a financial plan that meets their specific goals. In addition to working with clients, Amos is also active in the community, serving as 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
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2
VT
03/08/2022 - Present
Charles Schwab & CO., Inc. (Burlington VT)
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 08/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/02/2004
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 06/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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