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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Robinson is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since February 1, 2015. Cetera Investment Advisers LLC is a registered investment adviser firm located in Schaumburg, Illinois. The firm provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. James William Robinson holds the Series 66, Series 7, and SIE licenses. James William Robinson previously worked at CUNA BROKERAGE SERVICES, INC., PRUCO SECURITIES, LLC., and Edward Jones.
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.
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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2
NC
09/30/2020 - Present
Cetera Investment Advisers LLC (MONROE NC)
SC
09/26/2017 - 09/16/2019
CUNA BROKERAGE SERVICES, INC. (Greenville SC)
NJ
01/12/2017 - 07/28/2017
PRUCO SECURITIES, LLC. (NEWARK NJ)
SC
10/20/2014 - 11/29/2016
EDWARD JONES (Greenville SC)
BOTH
Issued 12/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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