Bill Robinson

Principal Securities Registered Representative @Principal Financial Group

Modesto, CA, US
EMAILS
r••••••••@principal.com
MOBILE NUMBERS
+12•••••••70

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WORK HISTORY

Mar 2016 — Present

Principal Securities Registered Representative @Principal Financial Group

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Modesto, CA, US

Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal National Life Insurance Co, Securities and advisory products offered through Principal Securities, Inc, 800/24•••37, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group, DesMoines, IA 50392. Bill Robinson, Principal National and Principal Life Financial Representative, Principal Securities registered Representative.

EDUCATION

2005 — 2006

Argosy University San Francisco Bay Area

MBA, Organizational Leadership

1992 — 1996

Azusa Pacific University

BA, Communication Studies

SKILLS

Tax Deferred SavingsIncome ProtectionSurvivor IncomeWealth AccumulationFinancial Needs Analysis401(K), 403(B), Sep & Simple IrasWhole Life InsuranceDeferred Compensation PlansAsset AllocationMutual FundsSeries 6Informal Business ValuationPension PlansSeries 63Retirement PlanningCollege Funding StrategiesBusiness Continuation Strategies

ABOUT BILL ROBINSON

Putting together a plan to help meet your financial objective doesn’t have to be a chore. I can help you discover how to take greater control of your financial future and develop personal and business strategies to help achieve your goals—whatever they may be. Bill Robinson is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.30••••••••23

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