Unclaimed
Robin Radovich is a financial professional with over 20 years of experience in the financial services industry. Robin is currently registered with United Brokerage Services, Inc. as an Investment Advisor Representative. Robin is a licensed agent in North Carolina and holds Series 6, 7, 63, 66, SIE and 6TO licenses. Robin has previously held positions at BB&T Securities, LLC, BB&T Investment Services, Inc., UVEST Financial Services Group, Inc., and Wachovia Securities, LLC. Robin has worked in various roles including Branch Manager, Financial Advisor, and Investment Advisor Representative. Robin specializes in providing portfolio management services for individuals and businesses. Robin's experience and knowledge help her to provide comprehensive financial planning and investment advice to clients. Robin also provides advisory services for the selection of other advisors, if needed. Robin's commitment to providing exceptional client service is evident in her long-standing relationships with many clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
07/01/2020 - Present
United Brokerage Services, Inc. (Lincolnton NC)
NC
01/02/2018 - 12/03/2019
BB&T SECURITIES, LLC (HICKORY NC)
NC
08/30/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HICKORY NC)
NC
06/11/2003 - 01/27/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MO
12/17/2002 - 06/13/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 12/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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