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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 Budd is a financial advisor with Janney Montgomery Scott LLC. Robin has over 37 years of experience in the financial services industry. Robin holds the Series 7, Series 24, Series 52, Series 55, Series 57, Series 99 and SIE licenses. Robin is registered in California, Florida, Illinois, New Jersey, New York, and Pennsylvania. Robin was previously employed by INSPEREX LLC, WELLS FARGO SECURITIES, LLC, FIRST CLEARING, LLC, WELLS FARGO ADVISORS, LLC, DEAN WITTER REYNOLDS INC., MCFADDEN, FARRELL & SMITH, INC., MURPHY & DURIEU, KIDDER, PEABODY & CO. INCORPORATED, CANTOR, FITZGERALD CORPORATE BROKERS, INC., SHEARSON LEHMAN HUTTON INC. and E. F. HUTTON & COMPANY INC. Robin has worked with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Fee plus commission
1
2
PA
12/16/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
FL
12/18/2019 - 08/24/2021
INSPEREX LLC (Delray Beach FL)
NC
10/21/2013 - 04/24/2019
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
VA
08/28/2006 - 10/29/2013
FIRST CLEARING, LLC (GLEN ALLEN VA)
MO
04/19/1991 - 10/29/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
NY
08/14/1990 - 04/24/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/14/1991 - 04/02/1991
MCFADDEN, FARRELL & SMITH, INC. (NEW YORK NY)
NY
03/12/1991 - 03/21/1991
MURPHY & DURIEU (NEW YORK NY)
NY
07/25/1989 - 05/31/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
04/22/1988 - 01/16/1989
CANTOR, FITZGERALD CORPORATE BROKERS, INC. (NEW YORK NY)
NA
04/11/1988 - 07/09/1988
SHEARSON LEHMAN HUTTON INC.
NA
10/19/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 04/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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