Unclaimed
Thomas Anthony Robinson is a financial advisor registered with Voya Financial Advisors, Inc. based in Windsor, CT. Thomas has a wide range of experience, having worked with previous firms such as CUSO Financial Services, L.P. and Equitable Distributors, LLC. Thomas is licensed in a significant number of states and holds both Series 7 and 66 licenses, in addition to the SIE. Thomas's specializations include securities, investment advisory, and financial planning. Thomas also has a personal business, Thomas Anthony Music, where Thomas is a professional musician.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
07/15/2024 - Present
Voya Financial Advisors, Inc. (Morganton NC)
CT
08/25/2023 - 07/22/2024
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
NC
08/12/2022 - 04/18/2023
EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)
NC
07/10/2019 - 02/11/2022
CUSO FINANCIAL SERVICES, L.P. (Charlotte NC)
NC
03/29/2018 - 07/12/2019
CUNA BROKERAGE SERVICES, INC. (WINSTON SALEM NC)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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