Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Robinson is a financial advisor who has been active in the industry since 2008. Jody is currently registered with Kingsview Wealth Management, LLC in Illinois. Jody has been a registered representative with Edward Jones and Morgan Stanley Smith Barney in the past. Jody has experience providing financial advice to individuals, corporations, high net worth individuals, investment companies, charitable organizations and pension and profit sharing plans. Jody specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jody holds Series 7 and Series 66 licenses.
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.
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.
Strategic management for diversified investment portfolios.
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
OR
10/22/2015 - Present
Kingsview Wealth Management, LLC (GRANTS PASS OR)
IL
04/12/2010 - 10/16/2015
EDWARD JONES (WILLOWBROOK IL)
IL
06/01/2009 - 04/01/2010
MORGAN STANLEY SMITH BARNEY (OAK BROOK IL)
IL
02/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OAK BROOK IL)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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