Unclaimed
John Wesley Conrad Robinson is a registered representative with LPL Financial LLC. John has been in the financial industry since 1985, working with clients in Pennsylvania. John has worked with several firms, including Nationwide Securities, LLC, Cetera Investment Services LLC, M&T Securities, Inc., Keystone Brokerage, LLC, and Pruco Securities Corporation. John holds Series 6, 7, 24, 63, and 65 licenses and offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and consulting. John is committed to providing clients with personalized, comprehensive financial advice to help them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
PA
01/08/2020 - Present
LPL Financial LLC (HEGINS PA)
PA
07/02/2018 - 12/31/2019
NATIONWIDE SECURITIES, LLC (CRESSONA PA)
PA
11/03/2017 - 06/18/2018
CETERA INVESTMENT SERVICES LLC (WYOMISSING PA)
PA
10/07/2000 - 08/04/2017
M&T SECURITIES, INC. (ELIZABETHTOWN PA)
PA
04/04/2000 - 10/07/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
NJ
11/13/1984 - 04/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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