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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 Runco is an Investment Advisor Representative with IP Financial Advisory Services LLC and has been in the industry since 1992. Robin has a wide range of experience, having worked with several firms throughout her career, including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robin is registered in Florida and Michigan to provide Investment Advisory services. Robin holds licenses for Series 63, Series 65, Series 7, Series 6TO, and SIE exams. Robin's specializations include securities, investment advisory services, retirement planning, and consulting services to qualified retirement plans.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
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2
NC
01/01/2025 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
MI
01/09/2020 - 11/24/2021
CFD INVESTMENTS, INC. (Rochester MI)
MI
07/23/2019 - 07/26/2019
J.W. COLE FINANCIAL, INC. (ROCHESTER HILLS MI)
MI
08/25/2015 - 06/06/2019
WELLS FARGO CLEARING SERVICES, LLC (TROY MI)
MI
06/15/2006 - 08/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
08/24/2001 - 06/16/2006
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
NY
01/01/1999 - 09/04/2001
FAHNESTOCK & CO. INC. (NEW YORK NY)
MI
03/10/1993 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
FL
08/05/1992 - 02/26/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 07/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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