Unclaimed
Robin MacRon is a registered representative with Ingalls & Snyder, LLC and has been in the financial services industry since 1994. Robin holds a Series 7, Series 63, and Series 66 license and is registered with the state of New Jersey and New York. Robin specializes in portfolio management for individuals, businesses, and pooled investment vehicles, and also provides financial planning, educational seminars, and selection of other advisors.
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.
Please see "miscellaneous" on schedule d.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/15/2017 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
NY
04/17/1990 - 09/08/2009
INGALLS & SNYDER, LLC (NEW YORK NY)
NA
05/21/1986 - 03/03/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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