Unclaimed
Christian Robinson is a financial advisor with Truist Advisory Services, Inc., a firm that has been providing investment advice since 1999. Christian has been a registered representative in the securities industry since 2004. Christian's clients are primarily high net worth individuals, corporations, and trusts. Christian provides financial planning, portfolio management, and other advisory services. Christian is a registered representative with FINRA and the North Carolina Securities Division.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
NC
05/06/2022 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
09/14/2011 - 02/15/2022
J.P. MORGAN SECURITIES LLC (Charlotte NC)
NY
09/19/2008 - 06/09/2009
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
09/20/2004 - 09/24/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christian Robinson is the right advisor for you? Invested Better is here to help.