Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winifred? Claim Your ProfileWinifred D. Robinson is a financial advisor currently registered with Janney Montgomery Scott LLC. Winifred has been active in the industry since 1984, and has worked at various firms including Prudential-Bache Securities Inc., Tucker, Anthony & R. L. Day, Inc., Edward C. Rorer & Co., Inc., and Alex. Brown & Sons, Inc.. Winifred is licensed to provide financial services in 21 states and holds Series 63, 65, 7, and SIE licenses. Winifred's main office is located at 6000 SAGEMORE DRIVE, SUITE 6201 in Marlton, NJ.
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.
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.
Fee plus commission
1
2
NJ
03/30/2006 - Present
Janney Montgomery Scott LLC (MARLTON NJ)
NY
04/08/1987 - 05/16/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
11/02/1985 - 04/13/1987
TUCKER, ANTHONY & R. L. DAY, INC.
NA
09/14/1984 - 10/15/1985
EDWARD C. RORER & CO., INC.
NA
06/20/1984 - 07/06/1984
ALEX. BROWN & SONS, INC.
IA
Issued 05/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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