Unclaimed
Rodney Lamar Robinson is a financial advisor with Equitable Advisors, LLC. Rodney has been in the financial services industry since 1987 and has a wide range of experience. Rodney has worked with various firms, including Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and New England Securities. Rodney is licensed to provide financial advice in several states, including Delaware, Illinois, Maryland, New Jersey, New York, North Carolina, Oregon, Pennsylvania, and Virginia. Rodney's specializations include financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
1
2
NJ
03/21/2019 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
RI
08/05/2002 - 11/03/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
01/25/2001 - 07/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/27/1988 - 01/18/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
08/12/1987 - 06/17/1988
FIRST INVESTORS CORPORATION
IA
Issued 03/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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