Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Twilla? Claim Your ProfileTwilla Kay Robinson is a financial professional with over 29 years of experience in the financial services industry. Currently, Twilla is a registered representative with Raymond James & Associates, Inc. in Shreveport, Louisiana. Previously, Twilla was registered with MORGAN KEEGAN & COMPANY, INC., AMSOUTH INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION, DEPOSIT GUARANTY INVESTMENTS, INC., and CNB INVESTMENTS, INC.
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.
Please see note in schedule d - miscellaneous
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
LA
02/13/2013 - Present
Raymond James & Associates, Inc. (SHREVEPORT LA)
LA
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SHREVEPORT LA)
LA
02/14/2000 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (SHREVEPORT LA)
WI
07/02/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
07/14/1997 - 07/08/1998
DEPOSIT GUARANTY INVESTMENTS, INC.
NA
08/17/1993 - 07/14/1997
CNB INVESTMENTS, INC.
BC
Issued 07/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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