Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Drew Robinson is a financial advisor with over 40 years of experience in the securities industry. John has been registered with Calton & Associates, Inc. since 1987 and holds several securities licenses including Series 6, 7, 24, 52, 63, 66, 79, and SIE. Prior to joining Calton & Associates, Inc. John was a registered representative with Buchanan & Co., Inc. John offers a wide range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. John also holds a real estate license and works as an agent for Tropical Realty.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
12/09/2016 - Present
Calton & Associates, Inc. (TAMPA FL)
NA
01/17/1983 - 12/23/1987
BUCHANAN & CO., INC.
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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