Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Harrison Robbins is a financial advisor with over 30 years of experience in the industry. James is currently registered as an Investment Advisor Representative with Robbins Wealth Management. James is also a Certified Financial Planner. Prior to joining Robbins Wealth Management, James was a registered representative with Tower Square Securities, Inc., Advantage Capital Corporation and Travelers Equities Sales, Inc. James holds Series 6, 7, 22, and 63 licenses as well as a Series 65 license for investment advisors. James has worked in the Erie, Pennsylvania area since 1988 and provides financial planning and investment advice to both individual and high-net-worth clients.
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.
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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PA
01/28/1993 - Present
Robbins Wealth Management (ERIE PA)
CA
08/23/1996 - 04/25/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 09/03/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
05/23/1983 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 12/10/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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