Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan P. Robinson is a financial advisor with Transamerica Retirement Advisors, LLC. Jonathan has been in the financial services industry since July 28, 1989. Jonathan has a background in investment advising and securities trading. Jonathan is registered with the state of Wisconsin and holds Series 7, 8, 24, 63, 65, and 66 securities licenses. Jonathan provides financial planning, portfolio management for individuals and businesses, and pension consulting. Jonathan also conducts educational seminars. Jonathan is a registered representative of Transamerica Investors Securities Corporation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
WI
01/09/2019 - Present
Transamerica Retirement Advisors, LLC (Franklin WI)
WI
10/31/2016 - 08/17/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FOND DU LAC WI)
WI
07/05/2011 - 09/21/2016
LPL FINANCIAL LLC (MILWAUKEE WI)
WI
03/30/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MILWAUKEE WI)
WI
05/16/2007 - 03/03/2010
CHASE INVESTMENT SERVICES CORP. (NEW BERLIN WI)
WI
03/20/1991 - 05/07/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
NA
03/26/1990 - 10/19/1990
DAIN BOSWORTH INCORPORATED
WI
07/26/1988 - 04/17/1990
PAVEK INVESTMENTS INC. (EAU CLAIRE WI)
BOTH
Issued 10/07/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/04/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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