Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Clifton Robinson is a financial advisor currently registered with Lincoln Investment. William has been in the financial services industry since July 20, 1993. William has a Series 6 and Series 63 license, and has passed the SIE and Series 65 exam. William has experience working with a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. William is also an owner of rental properties, a life insurance and annuity sales agent, and has a number of other business interests.
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.
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.
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2
FL
02/01/2006 - Present
Lincoln Investment (LUTZ FL)
CA
02/27/1998 - 09/26/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IN
10/01/1997 - 02/27/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
07/29/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
CT
06/22/1988 - 12/31/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
11/25/1987 - 05/23/1988
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 01/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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