Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Clayton Robinson is a financial advisor with Cetera Investment Advisers LLC. Dallas is also a registered representative with Cetera Investment Advisers LLC. Dallas has been in the financial services industry since 2007 and has worked with several firms including The Huntington Investment Company, PNC Investments, and Securian Financial Services, Inc.. Dallas holds a Series 66, Series 7, and SIE licenses and is registered in Indiana and Ohio. Dallas has experience in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
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2
OH
04/24/2019 - Present
Cetera Investment Advisers LLC (WOOSTER OH)
OH
08/09/2017 - 11/19/2018
THE HUNTINGTON INVESTMENT COMPANY (WOOSTER OH)
OH
01/12/2010 - 07/19/2017
PNC INVESTMENTS (MEDINA OH)
OH
09/06/2007 - 12/16/2009
SECURIAN FINANCIAL SERVICES, INC. (WOOSTER OH)
BOTH
Issued 03/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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