Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Curtis Robinson is a financial advisor with over 20 years of experience in the industry. Anthony has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2022 and has previously worked with other firms including Edward Jones and E*TRADE SECURITIES LLC. Anthony holds the Series 7, 24 and 66 licenses as well as the SIE. Anthony has worked with individuals, businesses, corporations, trusts and estates, charitable organizations, insurance companies, pension and profit sharing plans, state and municipal government entities, and high-net-worth individuals.
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
NJ
06/03/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
GA
10/23/2020 - 04/05/2022
EDWARD JONES (MARIETTA GA)
GA
03/07/2006 - 11/06/2019
E*TRADE SECURITIES LLC (ALPHARETTA GA)
CA
09/09/2005 - 02/28/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IL
12/08/2004 - 05/02/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
09/13/2001 - 09/22/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
FL
05/31/2000 - 09/17/2001
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
MA
10/08/1999 - 05/31/2000
CANTELLA & CO., INC. (MALDEN MA)
FL
05/24/1999 - 09/30/1999
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
NY
02/24/1998 - 09/09/1998
E. C. CAPITAL, LTD. (MINEOLA NY)
NY
09/24/1997 - 02/20/1998
FOSTER JEFFRIES SECURITIES, LLC (WESTBURY NY)
NY
04/23/1997 - 09/24/1997
IAR SECURITIES CORP. (NEW YORK NY)
NJ
12/12/1996 - 06/13/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NJ
09/24/1996 - 11/11/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
07/25/1996 - 09/23/1996
DANALLEN INVESTMENT GROUP, INC. (ASTORIA NY)
NY
12/07/1995 - 07/10/1996
LANDMARK INTERNATIONAL EQUITIES (WESTBURY NY)
BOTH
Issued 03/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1995
Series 7 - General Securities Representative 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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