Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Anthony Robinson is an investment advisor representative with Wells Fargo Clearing Services, LLC. Leo has been in the financial services industry since March 1999. Leo's experience includes working with Morgan Stanley and UBS Financial Services Inc. The advisor is registered with the state of Florida as a Registered Investment Advisor. Leo also holds Series 7, 31, 65 and 66 licenses and the SIE exam. The advisor currently works in Boston, MA and Fort Lauderdale, FL offices. The advisor manages approximately $10 billion to $50 billion in client assets for various types of accounts including High Net Worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
MA
04/04/2022 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
MA
06/01/2009 - 06/10/2019
MORGAN STANLEY (Norwell MA)
MA
07/10/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORWELL MA)
MA
08/23/2002 - 07/24/2008
UBS FINANCIAL SERVICES INC. (BRAINTREE MA)
MD
03/24/1999 - 08/29/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 10/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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