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William Russell Robinson

Wells Fargo Clearing Services, LLC

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About William Russell Robinson

William Russell Robinson is a financial professional with over 30 years of experience in the industry. William is registered as a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. William has held various roles in the financial services industry and has a strong understanding of the investment landscape. William's experience includes working with clients at Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., Fidelity Brokerage Services, Inc., and First Investors Corporation.

Firm Information

William Robinson is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Robinson’s Registration & Firm History

NC

03/27/2014 - Present

Wells Fargo Clearing Services, LLC (CHARLOTTE NC)

NC

04/24/2012 - 01/28/2014

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

FL

06/01/2009 - 06/24/2010

MORGAN STANLEY SMITH BARNEY (TAMPA FL)

FL

01/04/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)

NC

10/01/2000 - 11/06/2007

WACHOVIA SECURITIES, LLC (CHARLOTTE NC)

NC

11/26/1996 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

RI

02/02/1990 - 10/23/1996

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NA

07/08/1987 - 09/04/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

BOTH

Issued 07/19/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/20/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/20/1999

Series 4 - Registered Options Principal Examination

BC

Issued 01/09/1997

Series 24 - General Securities Principal Examination

BC

Issued 12/18/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/1990

Series 7 - General Securities Representative Examination

BC

Issued 02/01/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for William Russell Robinson.
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