Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robinson jr. has been in the financial industry since March 23, 1980. David is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since March 3, 2006. David has held prior registrations with UBS Financial Services Inc., J.C. Bradford & Co., and McDaniel Lewis & Company. David is licensed in 17 states including California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, Montana, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and Washington. David specializes in providing financial advice and investment management services to individuals, businesses, and institutional clients.
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
NC
03/03/2006 - Present
Wells Fargo Clearing Services, LLC (GREENSBORO NC)
NJ
08/14/2000 - 03/17/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/25/1992 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
03/24/1980 - 11/27/1992
MCDANIEL LEWIS & COMPANY (GREENSBORO NC)
NA
11/03/1992 - 11/25/1992
J.C. BRADFORD & CO.
BOTH
Issued 09/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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