Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Keith Miller is a registered investment advisor representative with First Citizens Investor Services, Inc. based in Winston-Salem, NC. Robin has been in the industry since 1998. Robin specializes in providing financial planning, selection of other advisors, and portfolio management for both individuals and businesses. Robin is also registered with the state of North Carolina as an investment advisor.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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NC
07/29/2014 - Present
First Citizens Investor Services, Inc. (WINSTON-SALEM NC)
NC
01/03/2005 - 07/31/2012
SUNTRUST INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
10/06/1999 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
04/07/1998 - 09/16/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 07/29/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/15/2006
Series 65 - Uniform Investment Adviser 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 02/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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