Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Daniel Robinson is a financial advisor with Truist Advisory Services, Inc. in Dallas, Texas. Stephen has been working in the financial services industry since 1985. He previously held positions at BB&T Securities, LLC, RBC Capital Markets, LLC, WFG Investments, Inc., Oppenheimer & Co. Inc., Stanford Group Company, Deutsche Bank Securities Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Stephen specializes in providing financial advice to individuals, corporations, and charitable organizations. Stephen holds Series 3, 7, 31, and SIE licenses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (DALLAS TX)
VA
05/06/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
05/20/2013 - 05/20/2016
RBC CAPITAL MARKETS, LLC (DALLAS TX)
TX
05/14/2010 - 05/20/2013
WFG INVESTMENTS, INC. (DALLAS TX)
TX
03/19/2009 - 05/18/2010
OPPENHEIMER & CO. INC. (DALLAS TX)
TX
03/31/2006 - 03/16/2009
STANFORD GROUP COMPANY (DALLAS TX)
NY
01/13/2001 - 04/12/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
05/28/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
07/31/1993 - 06/17/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/23/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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