Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Bailey Liebes is a financial advisor who has been in the industry since 1994. Robin is currently registered with LPL Financial LLC and has been with the firm since 2020. Previously, Robin was with Morgan Stanley, Gold Coast Securities, Inc., Morgan Stanley DW Inc., Dean Witter Reynolds Inc., and Jackson National Financial Services, Inc. Robin is registered in California and Texas and is a Series 6, 7, 9, 10, 31, and 66 licensed professional.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
11/30/2020 - Present
LPL Financial LLC (THOUSAND OAKS CA)
CA
09/02/2009 - 11/25/2020
MORGAN STANLEY (OXNARD CA)
CA
06/26/2003 - 08/21/2009
GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)
NY
10/04/1994 - 07/11/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/07/1994 - 06/01/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
07/19/1993 - 03/01/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 12/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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