Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Robinson is an investment advisor representative with Edward Jones. Roy has been in the industry since May 2014 and has held registrations with TD Ameritrade, Inc., Scottrade, Inc., and Nationwide Securities, LLC, prior to joining Edward Jones. Roy is a Series 7, 9, 10, 24, 63, and 66 licensed professional. Roy's experience includes providing financial planning, pension consulting, and portfolio management services. Roy also provides selection of other advisers services.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/05/2018 - Present
Edward Jones (ST LOUIS MO)
NE
09/19/2017 - 12/19/2017
TD AMERITRADE, INC. (OMAHA NE)
MO
01/21/2015 - 12/19/2017
SCOTTRADE, INC. (ST LOUIS MO)
MO
05/06/2014 - 01/06/2015
NATIONWIDE SECURITIES, LLC (St. Louis MO)
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Roy Robinson is the right advisor for you? Invested Better is here to help.
