Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Kay Patalon is a financial advisor with Sc&h Wealth. Robin has been in the financial services industry since 1999. Robin holds Series 66, Series 24 and Series 7 licenses and is a Certified Financial Planner. Robin also has a background in accounting and has been a Certified Public Accountant since 2001. Robin is registered with the Securities and Exchange Commission as an investment advisor representative. Robin is also licensed as an insurance agent. Robin is committed to providing clients with personalized financial advice and guidance. Robin works with individuals and families to help them achieve their financial goals. Robin's clients include high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Robin has worked at several firms before joining Sc&h Wealth, including Triad Advisors, Inc. and 1st Global Capital Corp. Robin is a member of the Kennedy Krieger Institute Planned Giving Council and the MACPA Personal Financial Planning Committee.
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.
Helps you choose top advisors aligned with your financial goals.
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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MD
01/02/2020 - Present
Sc&h Wealth (SPARKS MD)
MD
11/16/2009 - 10/18/2017
TRIAD ADVISORS, INC. (SPARKS MD)
MD
12/13/2001 - 11/16/2009
1ST GLOBAL CAPITAL CORP. (SPARKS MD)
MD
11/13/2008 - 10/23/2009
STOUT CAUSEY CAPITAL CORPORATION (ELLICOTT CITY MD)
BOTH
Issued 01/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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