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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 Cochrane Yacovetta is a financial advisor with over 15 years of experience in the financial industry. Robin works with individuals, families, businesses, and institutions. She specializes in financial planning, portfolio management, and pension consulting. Robin is also a Certified Financial Planner and holds the Series 6, 7, 63 and SIE licenses. Robin is currently employed with Manning & Napier Advisors, LLC, a firm that provides financial planning and portfolio management services to a variety of clients. Robin has previously worked with Teachers Personal Investors Services, Inc., TIAA-CREF Individual & Institutional Services, Inc., and MCCOLL PARTNERS, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
GA
03/28/2024 - Present
Manning & Napier Advisors, LLC (MABLETON GA)
NC
01/22/2007 - 02/06/2008
MCCOLL PARTNERS, LLC (704-333-0525 NC)
NC
05/06/2002 - 11/30/2006
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NY
03/02/2005 - 09/07/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
04/20/1998 - 06/28/2000
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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