Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Robinson is a financial professional with over 27 years of experience in the financial services industry. James currently works as a financial advisor at LPL Financial LLC, where he is registered with both the Financial Industry Regulatory Authority (FINRA) and the state of Wisconsin. Prior to joining LPL Financial LLC, James has worked at several other firms including VALIC Financial Advisors, Inc., THE VARIABLE ANNUITY MARKETING COMPANY, and NYLIFE SECURITIES INC. James holds several industry licenses including Series 6, 7, 63, and 66. James is dedicated to providing comprehensive financial advice to individuals and families.
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.
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2
WI
04/15/2024 - Present
LPL Financial LLC (STEVENS POINT WI)
IL
12/23/1998 - 08/04/2010
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
TX
01/02/1997 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
04/02/1996 - 03/20/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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