Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Vance is a financial advisor at Edward Jones. Robin has been in the financial industry since February 2002 and has a strong record of providing financial advice to a wide range of clients. Robin is registered to provide investment advice in 13 states. In addition to their work at Edward Jones, Robin is also a notary public at their branch location.
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.
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.
See schedule d - miscellaneous
1
2
IN
03/07/2024 - Present
Edward Jones (South Bend IN)
IN
05/22/2009 - 03/01/2011
COMMONWEALTH FINANCIAL NETWORK (ELKHART IN)
IN
03/02/2009 - 06/08/2009
INVEST FINANCIAL CORPORATION (ELKHART IN)
IN
10/01/2008 - 02/04/2009
J.P.MORGAN SECURITIES INC. (ELKHART IN)
IN
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ELKHART IN)
IN
07/19/2002 - 07/01/2006
BANC ONE SECURITIES CORPORATION (ELKHART IN)
AZ
10/16/2001 - 08/08/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 09/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robin Vance is the right advisor for you? Invested Better is here to help.
