Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Glenn Wong is a financial professional with over 20 years of experience in the securities industry. Robin is currently registered with Alamo Capital, a firm that provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Robin has a strong track record of success in helping clients achieve their financial goals. Robin has previously held positions with Redwood Securities Group, Inc., Ryan Beck & Co., Gruntal & Co., L.L.C., Sutro & Co. Incorporated, and Lehman Brothers Inc. Robin is committed to providing clients with personalized attention and tailored financial solutions.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/01/2008 - Present
Alamo Capital (WALNUT CREEK CA)
CA
05/01/2006 - 05/30/2008
REDWOOD SECURITIES GROUP, INC. (SAN FRANCISCO CA)
CA
04/29/2002 - 04/10/2006
RYAN BECK & CO. (SAN FRANCISCO CA)
NY
11/17/1999 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
CA
10/13/1994 - 11/05/1999
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
03/01/1991 - 10/21/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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