Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Robinson is a registered representative with Transamerica Retirement Advisors, LLC. Christopher has been in the industry since 2003 and has a broad range of experience. Christopher holds the Series 6, 7, and 63 licenses, as well as the SIE and the Uniform Combined State Law Examination (Series 66). Christopher works with a variety of clients, including individuals, corporations, and retirement plans. Christopher is committed to providing personalized financial advice and helping clients achieve their financial goals. Previously, Christopher worked with T. Rowe Price Investment Services, Inc. and Edward Jones.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
FL
02/15/2019 - Present
Transamerica Retirement Advisors, LLC (Clearwater FL)
FL
04/05/2016 - 01/02/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
08/27/2012 - 02/02/2016
EDWARD JONES (DUNEDIN FL)
FL
12/10/2003 - 04/09/2012
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
CA
08/12/1998 - 12/17/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 09/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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