Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lee Stone is a financial advisor at Hightower Advisors, LLC. Robin has been a registered investment advisor since 1993 and is licensed in Illinois. Robin is a Certified Financial Planner. Robin has a long history in the financial services industry, with prior experience at firms such as Mercer Allied Company, L.P., Mercer Allied Corporation, and Chubb Securities Corporation. Robin provides financial planning, portfolio management, and other services to individuals, corporations, and charitable organizations.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
09/05/2018 - Present
Hightower Advisors, LLC (BUFFALO GROVE IL)
NY
12/09/1994 - 10/12/2000
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
05/22/1991 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
IN
01/15/1987 - 05/25/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
05/09/1985 - 12/22/1987
PBS SECURITIES, INC.
NA
04/26/1986 - 01/20/1987
LA SALLE ST. SECURITIES, INC.
NA
01/16/1986 - 01/14/1987
TERRA SECURITIES CORPORATION
NA
01/23/1985 - 04/08/1985
DREHER & ASSOCIATES, INC.
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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