Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Leon Robinson is a financial advisor with over 10 years of experience in the financial services industry. He is currently registered with Osaic Institutions, Inc., where he provides financial planning, portfolio management and advisory services to individuals, corporations and charitable organizations. John has a wide range of experience and expertise, having previously worked at INVEST FINANCIAL CORPORATION and NYLIFE SECURITIES LLC. John is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
KS
01/02/2018 - Present
Osaic Institutions, Inc. (Atchison KS)
KS
09/06/2016 - 12/31/2017
INVEST FINANCIAL CORPORATION (ATCHISON KS)
KS
08/16/2016 - 08/25/2016
NYLIFE SECURITIES LLC (OVERLAND PARK KS)
BC
Issued 09/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Robinson is the right advisor for you? Invested Better is here to help.
