Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Joseph Robinson is a financial professional with over 6 years of experience in the financial services industry. Patrick has a Series 6, 7, 63, and 66 license and has worked with a variety of firms including Lincoln Investment, Mutual of America Life Insurance Company, Mutual of America Securities LLC, and Jackson National Life Distributors LLC. Patrick is currently registered with Capital Analysts in Braintree, MA as a Registered Representative and Investment Advisor Representative. Patrick specializes in providing financial planning, portfolio management, and pension consulting 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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2
MA
12/15/2020 - Present
Capital Analysts (Braintree MA)
PA
02/21/2020 - 11/18/2020
LINCOLN INVESTMENT (Fort Washington PA)
NY
12/15/2017 - 12/19/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NY
12/15/2017 - 12/19/2019
MUTUAL OF AMERICA SECURITIES LLC (NEW YORK NY)
TN
07/17/2014 - 08/16/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MA
01/23/2014 - 07/16/2014
LINCOLN INVESTMENT (QUINCY MA)
BOTH
Issued 03/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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