Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Robinson is a financial advisor who has been registered with the Securities and Exchange Commission since February 3, 2020. Ann is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to conduct business in South Carolina. Ann has experience in the financial services industry since December 22, 2019. Ann has passed the Series 66, Series 7TO, and SIE exams. Ann has been involved in various roles in the financial industry, including positions at HomeTrust Bank, Park Sterling Bank, and Merrill Lynch. Ann has a diverse client base, including individuals, corporations, and charitable organizations. Ann's services include portfolio management, financial planning, and investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
SC
02/03/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENVILLE SC)
BOTH
Issued 01/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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