Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Earl Robinson is a financial advisor who has been in the industry since 1993. Robert is currently registered with LPL Financial LLC and has held previous registrations with SII INVESTMENTS, INC. and LOCUST STREET SECURITIES, INC. Robert has a wide range of experience and holds several licenses and registrations including Series 6, 7, and 66. Robert works in the Coralville, IA office of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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
IA
02/14/2018 - Present
LPL Financial LLC (CORALVILLE IA)
IA
07/01/2003 - 02/14/2018
SII INVESTMENTS, INC. (CORALVILLE IA)
IA
02/18/1993 - 07/08/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Robinson is the right advisor for you? Invested Better is here to help.
