Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Jacobson Engelson is a financial professional with over 20 years of experience in the industry. Robin is currently registered with BA Securities, LLC and holds Series 7, 24, 62, 63 and 79TO licenses. Robin is also registered in California, Florida, Minnesota, and Pennsylvania. Prior to joining BA Securities, LLC, Robin was employed by Lazard Middle Market LLC, Lazard Freres & Co. LLC and Goldsmith, Agio, Helms Securities, Inc.
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.
1
2
FL
09/22/2011 - Present
BA Securities, LLC (NAPLES FL)
MN
06/19/2008 - 09/20/2011
LAZARD MIDDLE MARKET LLC (MINNEAPOLIS MN)
MN
12/07/2007 - 07/23/2008
LAZARD FRERES & CO. LLC (MINNEAPOLIS MN)
MN
09/25/2003 - 07/23/2008
GOLDSMITH, AGIO, HELMS SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 11/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2003
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure Robin Engelson is the right advisor for you? Invested Better is here to help.
