Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Robinson is a financial advisor with over 35 years of experience in the industry. Richard is registered to offer securities and investment advisory services in multiple states. Richard is currently affiliated with Private Client Services, LLC, a firm based in Louisville, Kentucky. Richard has worked with clients of all types including individuals, corporations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
11/19/2008 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
03/17/2006 - 05/06/2010
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
NY
06/01/2005 - 04/07/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/31/1988 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/31/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
04/24/1986 - 05/10/1988
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION
BOTH
Issued 11/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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