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Matthew John Robinson

National Financial Services LLC

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About Matthew John Robinson

Matthew Robinson is a financial professional with over 20 years of experience in the industry. Matthew currently works at National Financial Services LLC as a Registered Representative. Matthew has held previous positions with Fidelity Investments Institutional Services Company, Inc., Pyramis Distributors Corporation LLC, and MML Investors Services, Inc. Matthew is licensed to sell securities in Rhode Island and holds Series 6, 7, 26, 51, and 63 licenses.

Firm Information

Matthew Robinson is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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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Matthew Robinson’s Registration & Firm History

RI

05/02/2019 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

05/12/2016 - 02/28/2019

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

02/11/2011 - 05/12/2016

PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)

MA

09/28/2010 - 01/11/2011

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

RI

01/10/2006 - 08/25/2010

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

01/09/2006 - 01/11/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

08/31/2001 - 11/02/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MA

07/05/2000 - 05/10/2001

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 08/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/08/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew John Robinson.
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