Unclaimed
Richard Robinson is a financial advisor with over 39 years of experience in the industry. Richard is currently registered with Janney Montgomery Scott LLC and is licensed in multiple states. Richard has a strong background in financial planning, portfolio management, and investment advisory services. Richard is committed to providing personalized financial advice and guidance to help 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
03/10/2014 - Present
Janney Montgomery Scott LLC (WYNCOTE PA)
NA
03/22/1984 - 04/10/1984
BARABAN SECURITIES, INC.
BOTH
Issued 06/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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