Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Robison is a financial advisor with Balboa Wealth Partners, Inc. John is a Series 7, Series 66, and SIE licensed advisor with over 6 years of experience in the financial services industry. John has previously worked for Edward Jones. John is currently registered as an Investment Advisor Representative in Arizona. John has also previously held a position with Sun Valley Solar Solutions. John is a specialist in working with corporations, high net worth individuals, pension and profit sharing plans, and individuals other than high net worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
07/21/2023 - Present
Balboa Wealth Partners, Inc. (SCOTTSDALE AZ)
AZ
03/24/2017 - 05/19/2023
EDWARD JONES (SCOTTSDALE AZ)
BOTH
Issued 04/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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