Unclaimed
Randall Robinson is a financial advisor with over 15 years of experience in the industry. Randall currently works with Equity Services, Inc., a firm that provides a wide range of financial services to individuals, businesses, and institutions. Randall has a strong background in investment advisory, specializing in financial planning, portfolio management, and insurance. Randall is committed to providing personalized financial advice that helps clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/28/2023 - Present
Equity Services, Inc. (TIMONIUM MD)
MD
09/22/2020 - 06/08/2023
PRUCO SECURITIES, LLC. (Hunt Valley MD)
MD
09/05/2007 - 01/04/2013
WELLS FARGO ADVISORS, LLC (HANOVER MD)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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