Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claude? Claim Your ProfileClaude Calhoun Robinson is a financial advisor with over 7 years of experience in the industry. Claude Robinson is currently registered with Wells Fargo Clearing Services, LLC. Previously, Claude Robinson has worked for Cetera Investment Services LLC, a firm where Claude Robinson was registered from 2017 to 2024. Claude Calhoun Robinson is licensed to provide investment advice in numerous states, including Alabama, California, Florida, Georgia, Illinois, Missouri, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia. Claude Robinson is also licensed to provide investment advice in Texas as a resident.
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.
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.
Investment consulting services to institutional clients
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
SC
08/29/2024 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
SC
03/20/2023 - 09/04/2024
CETERA INVESTMENT SERVICES LLC (GREENVILLE SC)
MN
03/17/2017 - 01/25/2023
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
BOTH
Issued 04/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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