Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Condon is a financial advisor currently registered with Cetera Investment Advisers LLC and Willis Towers Watson Securities, LLC. Robin has over 25 years of experience in the financial services industry, and has held various roles in compliance, operations, and advisory services at several firms including Tower Square Securities, Inc., Walnut Street Securities, Inc., Lincoln Financial Distributors, Inc., USI Securities, Inc., and LINSCO/Private Ledger Corp. Robin is committed to providing her clients with personalized financial advice, focusing on wealth management and retirement planning. Robin is also a compliance consultant and assists firms with FINRA filings and regulatory oversight.
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.
A percentage of the total value of assets under management is charged.
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2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GEORGETOWN CT)
CT
06/08/2009 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (GEORGETOWN CT)
CT
08/11/2011 - 08/30/2013
WALNUT STREET SECURITIES, INC. (GEORGETOWN CT)
CT
06/06/2005 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CT
01/13/2005 - 05/23/2005
USI SECURITIES, INC. (GLASTONBURY CT)
SC
06/18/2004 - 01/10/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
01/02/2004 - 05/28/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CA
06/27/1997 - 12/03/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 11/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/2/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/2/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/2/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/11/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 6/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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