Unclaimed
Drewe Lynn Robinson has been in the financial services industry since 1989. Robinson is currently registered with LPL Financial LLC in Saginaw, MI. Drewe Robinson holds Series 63, 65, and 7 licenses, as well as the SIE. Robinson is also a public notary and a direct sales consultant for Mary Kay Cosmetics. Robinson provides a wide range of financial services to individuals, businesses, and charitable organizations. Robinson has worked for several financial institutions over the course of their career, including Mutual Service Corporation, Merrill Lynch, and Juran & Moody, Inc.
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.
1
2
MI
07/19/2023 - Present
LPL Financial LLC (Saginaw MI)
MI
09/08/2009 - 05/22/2023
LPL FINANCIAL LLC (SAGINAW MI)
MI
05/26/2004 - 09/08/2009
MUTUAL SERVICE CORPORATION (FRANKENMUTH MI)
NY
07/11/1995 - 04/27/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
10/03/1994 - 06/12/1995
JURAN & MOODY, INC. (ST. PAUL MN)
MN
02/03/1994 - 10/03/1994
PARK INVESTMENT CORPORATION (MINNEAPOLIS MN)
NJ
02/01/1993 - 12/15/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/25/1988 - 01/02/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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