Unclaimed
John H. Robinson is a financial advisor with over 30 years of experience in the financial services industry. John has held various roles at several firms, including A. G. Edwards & Sons, Inc., Citigroup Global Markets Inc., Wells Fargo Advisors Financial Network, LLC, and Financial Advisers of America, LLC. John is currently registered with J. W. Cole Advisors, Inc. and Financial Planning Hawaii, Inc. John holds a variety of licenses and certifications, including Series 3, 7, 9, 10, 24, 63 and 65. John specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, businesses, and charitable organizations. John is a highly experienced and knowledgeable financial advisor who is committed to providing his clients with the highest level of service.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
05/10/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
HI
07/01/2010 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (HONOLULU HI)
HI
05/30/2003 - 07/12/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HONOLULU HI)
NY
07/01/1996 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
12/21/1989 - 07/08/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/18/1989 - 09/20/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1996
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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