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. is a financial advisor with Mariner Wealth in Phoenix, AZ. David has been in the industry since 2000 and has been registered with the state of Arizona as an Investment Advisor Representative since 2022. David earned the Series 66 license in 1999 and is a Certified Financial Planner. David has experience providing financial planning and portfolio management services to individuals, businesses, and institutions. David also works as a licensed insurance agent.
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.
Family office services
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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AZ
02/07/2022 - Present
Mariner Wealth (Phoenix AZ)
BOTH
Issued 12/27/1999
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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