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 is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. David is registered in Michigan, North Carolina, Ohio and South Carolina. David has been in the financial industry since 2016. Prior to joining LPL Financial LLC, David was registered with Cetera Investment Services LLC and NYLIFE Securities LLC. David has a Series 7, Series 66 and a SIE. David is committed to providing clients with personalized financial advice to help them reach their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
07/02/2021 - Present
LPL Financial LLC (Findlay OH)
OH
12/06/2017 - 06/15/2021
CETERA INVESTMENT SERVICES LLC (DEFIANCE OH)
OH
02/22/2016 - 11/03/2017
NYLIFE SECURITIES LLC (FINDLAY OH)
BOTH
Issued 06/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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