Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Athelyn Robinson is a financial advisor with over 23 years of experience in the financial services industry. Lois is currently registered as a Registered Representative and Investment Advisor Representative with Money Concepts Capital Corp., a firm that specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Lois' previous employers include Chase Investment Services Corp., Northwestern Mutual Investment Services, LLC, CitiCorp Investment Services, VeraVest Investments, Inc., Thomas F. White & Co., Incorporated, Dean Witter Reynolds Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
10/02/2023 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
CT
12/14/2007 - 01/04/2011
CHASE INVESTMENT SERVICES CORP. (BRIDGEPORT CT)
CT
07/19/2007 - 09/21/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SHELTON CT)
NY
10/29/2003 - 04/27/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
08/23/2002 - 12/11/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
CA
01/09/1998 - 12/15/2000
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
NY
11/02/1995 - 05/06/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IN
04/15/1994 - 01/12/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/15/1994 - 01/12/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 01/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lois Robinson is the right advisor for you? Invested Better is here to help.
