Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robinson? Claim Your ProfileRobinson William Crothers is a financial advisor with over 10 years of experience in the industry. Robinson is currently registered with Osaic Wealth, Inc. and holds Series 7, 63, and 65 licenses. Robinson also holds the SIE license. Robinson has a diverse background and has worked with various clients, including high-net-worth individuals, corporations, and charitable organizations. Robinson provides a range of services, including financial planning, portfolio management, and pension consulting. Robinson's previous experience with American Portfolios Financial Services, Inc. gives Robinson a broad understanding of the financial industry.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
06/12/2014 - 03/31/2016
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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