Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Grund is a financial professional with over 20 years of experience in the industry. Robin is currently registered with Allstate Financial Services, LLC in Jefferson Valley, New York. Robin is licensed to provide securities and investment advisory services to individuals and families in New York. Robin holds the Series 4, 6, 7, and 63 licenses.
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.
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.
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NY
04/20/2015 - Present
Allstate Financial Services, LLC (Jefferson Valley NY)
NJ
10/20/2005 - 01/26/2006
HUDSON SECURITIES,INC. (JERSEY CITY NJ)
WI
08/06/1994 - 04/08/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BC
Issued 02/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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