Unclaimed
Jackson Robinette is a financial advisor registered with LPL Financial LLC in Overland Park, Kansas. Jackson is a licensed agent, general securities representative, and has passed the SIE, Series 7TO, and Series 79TO examinations. Jackson's previous employment experience includes Ashton Stewart & Co., Inc. in Miami, Florida. Jackson specializes in providing a variety of investment advisory services including financial planning, portfolio management for individuals and businesses, and consulting.
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.
Consulting and other non-discretionary advisory services
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
KS
05/11/2022 - Present
LPL Financial LLC (OVERLAND PARK KS)
FL
04/19/2021 - 12/06/2021
ASHTON STEWART & CO., INC. (MIAMI FL)
BC
Issued 04/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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