Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Kevin Robinson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the securities industry since November 5, 1985. Joseph has been registered with Merrill Lynch since November 2008. Prior to that, Joseph was a registered representative with CITIGROUP GLOBAL MARKETS INC. from July 1993 to November 2008. Joseph also has a previous registration with LEHMAN BROTHERS INC. from July 1987 to July 1993 and with FIRST INVESTORS CORPORATION from August 1985 to April 1987. Joseph holds FINRA Series 3, 6, 7, and 63 licenses as well as the SIE exam. Joseph is also licensed to conduct securities business in 28 states. Joseph is currently a Registered Representative in Florida, Texas, and Virginia. Joseph is a registered Investment Advisor Representative in Texas and Virginia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
11/10/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RESTON VA)
VA
07/31/1993 - 11/21/2008
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
NY
07/22/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/13/1985 - 04/27/1987
FIRST INVESTORS CORPORATION
IA
Issued 12/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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