Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Cuddy is a financial advisor with over 30 years of experience in the industry. Robin has been registered with Wells Fargo Clearing Services, LLC since 2012. Previously, Robin was registered with Northern Trust Securities, Inc., First Union Brokerage Services, Inc., Southeast Bank Brokerage Service, Inc., Dominick & Dominick, Incorporated, and Alan Bush Brokerage Co. Robin is a Series 7 and Series 66 licensed professional and holds registrations in multiple states across the country. Robin's experience and expertise allows her to provide a wide range of financial services to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
FL
01/24/2012 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH FL)
FL
03/18/1994 - 08/02/2010
NORTHERN TRUST SECURITIES, INC. (NORTH PALM BEACH FL)
NC
10/29/1991 - 07/06/1992
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
10/13/1989 - 10/31/1991
SOUTHEAST BANK BROKERAGE SERVICE, INC.
CT
10/03/1988 - 05/31/1989
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
11/10/1986 - 10/04/1988
DOMINICK & DOMINICK, INCORPORATED
NA
04/25/1986 - 11/18/1986
ALAN BUSH BROKERAGE CO
BOTH
Issued 01/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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