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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Diane Robinson is a financial advisor with IP Financial Advisory Services LLC. Jacquelyn has been in the financial services industry since 1995 and holds Series 6, 63, and 65 licenses. Jacquelyn has previously worked for Nationwide Securities, LLC, Waddell & Reed, Inc., PFS Investments Inc., and First Investors Corporation. Jacquelyn specializes in retirement planning, investment advice, and consulting services for qualified retirement plans.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
PA
07/15/2020 - Present
IP Financial Advisory Services LLC (Bolivar PA)
PA
03/29/2005 - 07/01/2020
NATIONWIDE SECURITIES, LLC (MURRYSVILLE PA)
KS
12/17/2001 - 01/20/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
GA
06/12/1995 - 11/27/2001
PFS INVESTMENTS INC. (DULUTH GA)
NJ
08/17/1987 - 11/17/1987
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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