Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Robinson is a financial advisor who has been in the industry since 1998. Robert is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2009. Robert is also registered as an investment advisor representative (IAR) with Northwestern Mutual Investment Services, LLC in North Carolina. Previously Robert was registered with ROBERT W. BAIRD & CO. INCORPORATED. Robert is a licensed and registered in 51 states as a broker and investment advisor. He holds Series 6, 7, 9, 10, 26, 63, 65, and 66 licenses. He also holds the SIE license. Robert also works with clients on insurance products, and may earn commissions from companies not affiliated with Northwestern Mutual for the sale of non-variable insurance products.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
06/12/2009 - Present
Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)
WI
06/20/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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