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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lawson is a financial advisor with Concourse Financial Group Securities, Inc. Robin has over 29 years of experience in the financial services industry. Robin Lawson is licensed in 29 states and holds Series 6, 7, 63 and 65 licenses. Robin Lawson specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of other Advisors, Portfolio Management for Businesses and Portfolio Management for Individuals. Robin Lawson also has a Certified Financial Planner designation. Robin Lawson is an active member of the financial services community and is dedicated to providing quality financial advice to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KY
02/01/2006 - Present
Concourse Financial Group Securities, Inc. (Lagrange KY)
MO
03/01/1994 - 03/15/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 12/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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