Unclaimed
Robin Holcomb is a financial advisor with Wedbush Securities Inc. Robin has been in the financial industry for over 35 years. Robin holds a Series 63, 65 and multiple principal licenses. Robin has worked with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and IDS Marketing Corporation in the past. Robin specializes in providing financial planning, pension consulting, educational seminars and portfolio management services to individual and business 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.
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.
1
2
TX
11/27/2018 - Present
Wedbush Securities Inc. (DALLAS TX)
TX
10/05/2009 - 08/03/2018
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
TX
03/18/1987 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (RICHARDSON TX)
NA
08/21/1986 - 10/10/1986
IDS MARKETING CORPORATION
IA
Issued 10/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/14/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/11/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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