Unclaimed
Jason Robinson is a financial advisor with MML Investors Services, LLC. Jason has been in the financial industry since January 2008. Jason is licensed in Arizona and Texas. Jason holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. Jason is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Jason has experience in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AZ
01/03/2022 - Present
MML Investors Services, LLC (Tucson AZ)
AZ
01/30/2008 - 09/11/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tucson AZ)
IA
Issued 12/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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