Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Robinson is a financial advisor with over 30 years of experience in the industry. Douglas is registered with Cambridge Investment Research Advisors, Inc. in Ohio and Texas. Douglas is also a Certified Financial Planner and has a background in education. Douglas has previously worked with several firms including AXA Advisors, LLC, MONY Securities Corporation, LINSCO/Private Ledger Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Liberty Securities Corporation and The Mutual Life Insurance Company of New York.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/12/2011 - Present
Cambridge Investment Research Advisors, Inc. (Doylestown OH)
OH
02/23/2007 - 08/24/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (RICHFIELD OH)
OH
06/01/2005 - 03/02/2007
AXA ADVISORS, LLC (RICHFIELD OH)
NY
03/15/2002 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
SC
02/10/2000 - 02/07/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
06/06/1996 - 01/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/31/1990 - 03/29/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
08/24/1988 - 01/15/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
08/24/1988 - 01/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 07/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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