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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Robinson is a financial advisor with Lord And Richards. Edmund has been a Registered Representative since 1999. Edmund has experience in the industry dating back to 1999. In addition to holding the Series 63 and Series 65 licenses, Edmund is also a Series 7 and Series 6 holder. Edmund has experience working with high-net-worth individuals as well as individuals other than high-net-worth. Edmund has been with Lord And Richards since April 2024. Edmund has previously worked for LPL FINANCIAL LLC, Santander Securities LLC, M&T SECURITIES, INC., IFMG SECURITIES, INC., KEYSTONE BROKERAGE, LLC, and FIRST MARYLAND BROKERAGE CORPORATION.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
05/22/2024 - Present
Lord AND Richards (HIGHLANDS RANCH CO)
PA
06/03/2019 - 05/02/2022
LPL FINANCIAL LLC (MOUNT JOY PA)
PA
08/29/2017 - 05/30/2019
SANTANDER SECURITIES LLC (LAURELDALE PA)
PA
02/09/2006 - 08/31/2017
M&T SECURITIES, INC. (SHILLINGTON PA)
NY
05/04/2005 - 02/10/2006
IFMG SECURITIES, INC. (PURCHASE NY)
MD
10/07/2000 - 04/18/2005
M&T SECURITIES, INC. (BALTIMORE MD)
PA
11/17/1999 - 10/07/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
MD
03/08/1999 - 04/15/1999
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/22/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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