Unclaimed
Robin K. Vernon is a financial professional with over 20 years of experience in the financial services industry. Robin has a strong track record of providing comprehensive financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Robin holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam. Robin is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Robin is currently registered with MML Investors Services, LLC in Florida. Robin is committed to providing clients with personalized service and a clear understanding of their financial options.
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 programs
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.
Solicitors fees
1
2
FL
01/04/2021 - Present
MML Investors Services, LLC (Tallahassee FL)
FL
07/23/2009 - 12/09/2020
PARK AVENUE SECURITIES LLC (TALLAHASSEE FL)
FL
05/31/2002 - 07/09/2009
PRUCO SECURITIES, LLC. (TALLAHASSEE FL)
BOTH
Issued 06/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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