Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Catanio is a financial advisor registered with Ameriprise Financial Services, LLC. Robin has been in the financial industry since March 1, 2005. Robin has also worked for Merrill Lynch, UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. in the past. Robin holds multiple licenses, including Series 7, 10, 9, 24, 66, and SIE. Robin is a Registered Representative and Investment Advisor Representative. Robin has had registrations with Florida and New Jersey and holds active registrations with Alabama, Florida, Mississippi, and New Jersey. Robin specializes in providing investment advisory services to individuals, businesses, charitable organizations, trusts/estates, pension and profit-sharing plans, and insurance companies.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/23/2018 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
NJ
04/03/2012 - 07/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NJ
10/04/2011 - 03/19/2012
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
NJ
06/01/2009 - 09/26/2011
MORGAN STANLEY SMITH BARNEY (MORRISTOWN NJ)
NJ
08/11/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEDMINSTER NJ)
NY
06/01/1995 - 02/21/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 10/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robin Catanio is the right advisor for you? Invested Better is here to help.
