Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robson is a financial professional with over 30 years of experience in the industry. Brian has held various positions at several prominent financial institutions, including Securities America, Inc., Next Financial Group, Inc. and OneAmerica Securities, Inc.. Brian is currently registered with Planmember Securities Corp. in Virginia, and holds the Series 6, Series 63, and SIE licenses. Brian specializes in providing investment advisory services for individuals, businesses, and pension plans.
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.
Provides investment supervisory services
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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VA
09/01/2021 - Present
Planmember Securities Corp. (Richmond VA)
VA
08/25/2017 - 12/17/2019
SECURITIES AMERICA, INC. (RICHMOND VA)
VA
07/16/2012 - 09/01/2017
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
VA
12/24/2008 - 07/24/2012
ONEAMERICA SECURITIES, INC. (RICHMOND VA)
VA
08/01/2008 - 12/19/2008
NATIONWIDE SECURITIES, LLC (RICHMOND VA)
VA
01/08/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (RICHMOND VA)
VA
10/01/1997 - 01/19/2007
JEFFERSON PILOT SECURITIES CORPORATION (RICHMOND VA)
IN
06/05/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NY
09/04/1984 - 04/15/1996
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 03/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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