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Careem Ali Robinson

Assetmark Brokerage, LLC

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About Careem Ali Robinson

Careem Ali Robinson is a financial advisor with over 10 years of experience in the financial services industry. Careem is currently registered with Assetmark Brokerage, LLC and holds a Series 6 and Series 63 license. Prior to joining Assetmark Brokerage, LLC, Careem was employed by Transamerica Financial Advisors, Inc., NYLIFE Distributors LLC, Pacific Select Distributors, Inc., and WMA Securities, Inc. Careem has a strong track record of providing clients with customized financial planning solutions.

Firm Information

Careem Robinson is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Careem Robinson’s Registration & Firm History

CA

06/02/2021 - Present

Assetmark Brokerage, LLC (CONCORD CA)

NY

02/04/2016 - 12/18/2019

TRANSAMERICA FINANCIAL ADVISORS, INC (NEW YORK NY)

NY

09/14/2012 - 01/13/2014

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NE

12/13/2007 - 02/10/2009

PACIFIC SELECT DISTRIBUTORS, INC. (OMAHA NE)

GA

03/31/1999 - 08/07/2001

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 02/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Careem Ali Robinson. Review regulatory record here.
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