Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Corcoran Callahan has been in the financial services industry since July 1987. Robin is currently registered with Morgan Stanley as a broker and investment advisor and is located at the Wellesley, MA branch office. Robin has been with Morgan Stanley since June 2009. Prior to joining Morgan Stanley, Robin was a broker and investment advisor with CITIGROUP GLOBAL MARKETS INC. from August 1996 to June 2009 and PRUCO SECURITIES CORPORATION from February 1995 to March 1996. Robin holds FINRA Series 7, 6, 63 and 65 licenses and has earned the SIE designation.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
06/01/2009 - Present
Morgan Stanley (Wellesley MA)
MA
08/21/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
NA
02/27/1995 - 03/29/1996
PRUCO SECURITIES CORPORATION
NJ
02/12/1987 - 03/29/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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