Unclaimed
Winnie Blair Robinson is a financial advisor with over 25 years of experience in the industry. Winnie has been registered with Voya Financial Advisors, Inc. since November 2020 and Voya Retirement Advisors, LLC since April 2021. Winnie is a Certified Financial Planner and offers financial planning services, educational seminars, and selection of other advisors to individuals, corporations, and charitable organizations. Winnie's previous experience includes time at ING America Equities, Inc., Nicholas-Applegate Securities, and Smith Barney 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.
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
CA
11/17/2020 - Present
Voya Financial Advisors, Inc. (San Diego CA)
CT
02/21/2014 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
PA
11/05/1999 - 02/21/2014
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
CA
06/22/1998 - 01/29/1999
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
NA
07/29/1997 - 04/29/1998
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP)
MD
02/23/1996 - 12/12/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
04/10/1997 - 06/25/1997
SMITH BARNEY INC. (NEW YORK NY)
PA
07/20/1995 - 09/25/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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