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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 Jeanne Urciouli is an investment advisor representative at Hightower Advisors, LLC. Robin has been in the industry for over 12 years. Robin is registered with the state of Massachusetts and holds the Series 65 license. Robin is a Certified Financial Planner and specializes in retirement planning, investment management, insurance, estate planning, and college savings.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
04/05/2023 - Present
Hightower Advisors, LLC (South Easton MA)
IA
Issued 09/30/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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