Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Wayne Robbins is a financial advisor with Wells Fargo Clearing Services, LLC. Donald has been in the financial services industry since 1994. Donald is a Certified Financial Planner™ professional. Donald is registered in 29 states and has a total of 6 SRO registrations and 29 state registrations. Donald is also registered with FINRA and has 1 FINRA registration. Donald specializes in Retirement Planning, Investment Advisory Services, Mutual Funds, Asset Allocation, and Insurance Planning. Donald is registered as an investment advisor in New Jersey and Texas. Donald has worked at A.G. Edwards & Sons, Inc. and Prudential Securities Incorporated.
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
NJ
02/10/2010 - Present
Wells Fargo Clearing Services, LLC (CAPE MAY COURT HOUSE NJ)
NJ
01/31/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CAPE MAY COURT HOUSE NJ)
NY
07/19/1994 - 01/10/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1999
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1994
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
Not sure Donald Robbins is the right advisor for you? Invested Better is here to help.
