Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Robinson is a financial advisor at Wells Fargo Clearing Services, LLC. Frank has over 25 years of experience in the financial services industry. Frank's previous experience includes roles at BB&T Securities, LLC, Scott & Stringfellow, LLC, BB&T Investment Services, Inc., and Linsco/Private Ledger Corp. Frank is registered with FINRA as a Registered Representative and is licensed in multiple states. Frank holds the Series 7, Series 24, and Series 63 licenses. Frank is also a registered Investment Advisor in the state of South Carolina. Frank specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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
SC
04/14/2023 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA SC)
SC
01/02/2013 - 03/22/2016
BB&T SECURITIES, LLC (COLUMBIA SC)
SC
04/24/2008 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (COLUMBIA SC)
SC
08/17/2006 - 04/08/2008
BB&T INVESTMENT SERVICES, INC. (COLUMBIA SC)
SC
05/30/2003 - 08/15/2006
LINSCO/PRIVATE LEDGER CORP. (COLUMBIA SC)
MO
06/15/2002 - 06/05/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/27/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
02/13/1996 - 11/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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