Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannetta? Claim Your ProfileJeannetta Robinson is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jeannetta has been in the financial industry since December 2014 and has a wide range of experience in advising individuals, businesses, and charitable organizations. Jeannetta is registered to provide investment advisory services in numerous states, including Indiana, Texas, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and Wisconsin. Jeannetta Robinson holds a Series 66, Series 7, and SIE license. Jeannetta previously worked with Raymond James & Associates, Inc. from April 2014 to June 2014.
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.
Investment consulting services to institutional clients
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.
1
2
IN
06/29/2016 - Present
Wells Fargo Clearing Services, LLC (MISHAWAKA IN)
IN
04/30/2014 - 06/24/2014
RAYMOND JAMES & ASSOCIATES, INC. (MISHAWAKA IN)
BOTH
Issued 06/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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