Unclaimed
Isaac Robins is a financial professional with over 2 years of experience in the industry. Isaac is currently registered with Citigroup Global Markets Inc. and is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Isaac offers a wide range of financial services, including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation advice
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
NY
06/15/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 12/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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