Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Robins is a financial professional with over 30 years of experience in the industry. He has held various positions at several firms including Triad Advisors LLC, Ascend Financial Services, Inc., and Pilot Financial Services, Inc. Edwin is currently an Investment Advisor Representative at JT Stratford, LLC. His areas of expertise include financial planning, portfolio management, and life insurance. Edwin is a Chartered Financial Consultant and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Edwin has experience working with a variety of clients, including individuals, families, businesses, and charities.
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.
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.
Consulting agreement
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/26/2015 - Present
JT Stratford, LLC (WINSTON-SALEM NC)
NC
08/11/2021 - 12/31/2021
SILVER OAK SECURITIES, INCORPORATED (Winston-Salem NC)
NC
01/04/1999 - 08/12/2021
TRIAD ADVISORS LLC (WINSTON-SALEM NC)
MN
05/16/1986 - 01/26/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
03/17/1986 - 05/27/1986
PILOT FINANCIAL SERVICES, INC.
IA
Issued 07/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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