Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Douglas Robinson is a registered representative and investment advisor representative with Vanguard Advisers, Inc. Peter Robinson has been in the financial services industry since June 2011. Peter Robinson is also a licensed principal under the Securities Investor Protection Corporation. Peter Robinson holds a Series 66, Series 7, Series 24 and SIE license and is licensed to conduct business in Pennsylvania and Texas. Prior to joining Vanguard Advisers, Inc., Peter Robinson worked at Janney Montgomery Scott LLC. Peter Robinson is also an employee of the Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
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.
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
PA
11/01/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
02/10/2011 - 02/09/2015
JANNEY MONTGOMERY SCOTT LLC (WYNCOTE PA)
BOTH
Issued 10/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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