Unclaimed
Robin Laird Jean is an investment advisor representative with Voya Financial Advisors, Inc. Robin has been active in the financial services industry since August 1999, offering financial advice to individuals and businesses. Their firm focuses on a range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management. Robin is registered with the state of Maryland as both a Registered Representative and an Investment Advisor Representative. Their expertise covers various specializations including investments, financial planning, retirement planning, insurance and estate planning.
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.
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
VA
01/03/2011 - Present
Voya Financial Advisors, Inc. (FAIRFAX VA)
VA
09/28/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (FAIRFAX VA)
MD
01/08/2008 - 09/25/2009
NATIONAL PLANNING CORPORATION (ANNAPOLIS MD)
MD
08/02/1999 - 12/31/2007
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
BC
Issued 05/18/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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