Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Floyd? Claim Your ProfileFloyd Alford Robinson is a registered representative with Morgan Stanley, with over 30 years of experience in the financial services industry. Floyd joined Morgan Stanley in 2009 after previously working at Citigroup Global Markets Inc. and Lehman Brothers Inc. Floyd holds the Series 7, Series 63, Series 15 and Series 5 licenses. Floyd is also a registered investment advisor in Texas. Floyd provides asset allocation advice, financial planning, educational seminars and selection of other advisors to individuals, businesses, investment companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Wealthpenn.comllc (Houston TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
06/25/1979 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/18/1978 - 06/25/1979
LOEB PARTNERS
NA
05/05/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
09/13/1976 - 05/05/1977
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
NA
05/09/1972 - 10/10/1976
REYNOLDS SECURITIES, INC.
NA
08/14/1968 - 06/14/1972
E. F. HUTTON & COMPANY INC
BC
Issued 11/8/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 6/28/1977
PC - AMEX Put and Call Exam
BC
Issued 8/9/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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