Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Freeman is a financial advisor who has been in the industry since 1992. Robin currently works for Cambridge Investment Research Advisors, Inc. Robin also owns and operates Financial Services dba Partners in Planning, LLC. Robin is registered as a broker-dealer and investment advisor in 24 states. Robin specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Robin is also a certified financial planner.
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.
Solicitation fees from 3rd party money managers
1
2
OH
12/14/2007 - Present
Cambridge Investment Research Advisors, Inc. (CINCINNATI OH)
OH
04/21/1992 - 12/11/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
IN
04/21/1992 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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