Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Robinson has been in the financial services industry since December 13, 1985. Monte is currently registered with LPL Financial LLC and is a registered representative in Washington. Monte has experience with Mutual Service Corporation, Titan/Value Equities Group, Inc., Essex National Securities, Inc., University Equities Corporation and Pruco Securities Corporation. Monte is registered in 13 states and has Series 6, 7, 24, 63, and 65 licenses, as well as the SIE exam. Monte's specializations include providing investment advice and financial planning services.
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.
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2
WA
09/08/2009 - Present
LPL Financial LLC (GIG HARBOR WA)
WA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (GIG HARBOR WA)
CA
02/09/1995 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
01/18/1995 - 02/01/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
09/15/1986 - 01/14/1995
UNIVERSITY EQUITIES CORPORATION
NA
12/04/1985 - 09/24/1986
PRUCO SECURITIES CORPORATION
IA
Issued 11/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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