Unclaimed
Robin Blackman is an investment advisor representative with Independent Financial Partners, an independent firm in the financial industry. Robin has over 30 years of experience in the industry and holds both Series 6, 7, and 66 licenses. Robin focuses on individual and pension & profit sharing plans with specializations in Fixed Income, Insurance & Annuities, Mutual Funds, Variable Annuities, and Variable Life Insurance. Robin has been with Independent Financial Partners since 2011.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
NY
06/09/2017 - Present
Independent Financial Partners (Rochester NY)
NY
09/18/2009 - 05/23/2019
LPL FINANCIAL LLC (ROCHESTER NY)
NY
11/13/2007 - 10/07/2009
MUTUAL SERVICE CORPORATION (ROCHESTER NY)
NY
04/02/2003 - 07/11/2006
MML INVESTORS SERVICES, INC. (ROCHESTER NY)
MD
06/02/2000 - 04/06/2001
M&T SECURITIES, INC. (BALTIMORE MD)
NY
10/26/1999 - 07/12/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
07/19/1984 - 11/05/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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