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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Barsky Gilson is a financial advisor who has been in the industry since 2016. Robin is currently registered as a Broker-Dealer and an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Robin holds Series 7, 63, and 65 licenses and is a Certified Financial Planner. Robin has previously worked with Raymond James Financial Services and Vanguard Marketing Corporation. Robin is registered in 34 states and has a total of 36 approved registrations. Robin's specialization includes retirement planning, college savings, insurance, and estate planning.
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.
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.
1
2
AZ
02/12/2020 - Present
Fidelity Personal AND Workplace Advisors (CHANDLER AZ)
AZ
10/07/2019 - 12/10/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
05/20/2016 - 09/27/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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