Unclaimed
Elmer David Robinson is a financial advisor with Oppenheimer & Co. Inc. in Bloomsburg, Pennsylvania. Elmer has been in the financial services industry since 1966 and has held various positions at different firms. Elmer is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a general securities representative.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/28/2005 - Present
Oppenheimer & Co. Inc. (BLOOMSBURG PA)
NY
09/21/1991 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
05/29/1990 - 10/22/1991
JOSEPHTHAL & CO., INC.
NA
06/29/1966 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
IA
Issued 01/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 06/17/1980
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/1977
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1978
PC - AMEX Put and Call Exam
BC
Issued 07/01/1959
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elmer Robinson is the right advisor for you? Invested Better is here to help.