Unclaimed
Marshall Robinson is a financial advisor with over 20 years of experience in the industry. Marshall currently works with LPL Financial LLC, having joined in February of 2018. Prior to that, Marshall was a registered representative with Invest Financial Corporation. Marshall is registered to provide investment advice in 27 states. Marshall is a Series 7, 24 and 66 licensed professional.
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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/15/2018 - Present
LPL Financial LLC (PUNTA GORDA FL)
FL
05/31/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (PORT CHARLOTTE FL)
AL
05/12/2005 - 11/04/2009
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
IL
07/17/2002 - 05/13/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
05/19/2000 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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