Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Lee Robinson is a financial advisor with over 20 years of experience in the financial services industry. Gerald is a Registered Representative and Investment Advisor Representative. He specializes in providing financial planning, pension consulting, and asset management services. Currently, Gerald is affiliated with Advisor Resource Council. Previously, he has been affiliated with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Paine Webber Inc. Gerald is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
10/29/2012 - Present
Advisor Resource Council (FLOWER MOUND TX)
TX
04/03/2009 - 10/10/2019
LPL FINANCIAL LLC (FLOWER MOUND TX)
TX
05/10/2002 - 04/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
NJ
04/19/1999 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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