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Joshua Matthew Robinson

PR Wealth Management Group

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About Joshua Matthew Robinson

Joshua Robinson is an investment advisor representative with Pr Wealth Management Group. Joshua Robinson has been in the industry since 2003 and is licensed in several states including Colorado, Illinois, Iowa and Nevada. Joshua Robinson has expertise in several areas including retirement planning, investment strategies, and portfolio management. Joshua Robinson provides financial advice and investment management services to individuals and families. Joshua Robinson is committed to providing personalized financial guidance and helping clients achieve their financial goals.

Firm Information

Joshua Robinson is currently registered with PR Wealth Management Group. PR Wealth Management Group is an investment advisor registered with the SEC. Headquartered in East Moline, IL, the firm provides financial planning and portfolio management for individuals, businesses, and pension plans. They manage approximately $127 million in assets for over 1,200 clients, including high-net-worth individuals.
PR Wealth Management Group

990 AVENUE OF THE CITIES

EAST MOLINE, IL 61244

$127.00M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Robinson’s Registration & Firm History

IL

09/08/2016 - Present

PR Wealth Management Group (EAST MOLINE IL)

IL

01/21/2015 - 10/13/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (EAST MOLINE IL)

IL

12/02/2004 - 01/28/2015

CETERA FINANCIAL SPECIALISTS LLC (EAST MOLINE IL)

FL

09/29/2004 - 12/08/2004

INTERSECURITIES, INC. (ST. PETERSBURG FL)

WI

05/19/2003 - 08/30/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 03/31/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Matthew Robinson.
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