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Mark Jason Robinson

Centerview Partners LLC

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About Mark Jason Robinson

Mark Robinson is a financial advisor with Centerview Partners LLC. Mark has been in the financial services industry since 1994 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of California. Mark has a broad background in the securities industry with previous employment at BANC of AMERICA SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANCAMERICA ROBERTSON STEPHENS, ROBERTSON, STEPHENS & COMPANY LLC, and CS FIRST BOSTON CORPORATION. Mark's licenses include Series 7, 24 and 63. Mark has experience in a wide range of financial services, including investment banking, securities trading, and financial planning.

Firm Information

Mark Robinson is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Mark Robinson’s Registration & Firm History

CA

08/06/2009 - Present

Centerview Partners LLC (SAN FRANCISCO CA)

CA

01/02/2009 - 07/14/2009

BANC OF AMERICA SECURITIES LLC (SAN FRANCISCO CA)

CA

09/03/1998 - 07/14/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

10/01/1997 - 04/17/1998

BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)

CA

11/24/1995 - 10/01/1997

ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)

NY

09/13/1993 - 04/11/1995

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Jason Robinson.
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