Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Gardner is a financial advisor with Wells Fargo Clearing Services, LLC. Robin Gardner has been in the industry since 2002 and has a series 7, 66, and SIE license. Robin Gardner has been registered with Wells Fargo Clearing Services, LLC since 2018. Robin Gardner is registered in 29 states and can provide financial advice to individuals, high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Robin Gardner can provide a range of services including investment consulting, financial planning, portfolio management, and selection of other advisors. Robin Gardner was previously registered with Citigroup Global Markets Inc. in 2002 until 2006.
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
NC
04/03/2019 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
FL
11/26/2002 - 01/11/2006
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
BOTH
Issued 04/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robin Gardner is the right advisor for you? Invested Better is here to help.
