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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Matthews is a financial advisor with Ameriprise Financial Services, LLC. Robin has been working in the financial industry since 2004 and has a strong background in providing financial advice. Robin is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in North Carolina and Pennsylvania. Robin is also an investment advisor representative (IAR) and is registered to provide investment advisory services in North Carolina and Pennsylvania. Robin has experience working with a variety of clients, including individuals, families, trusts, and businesses. Robin's specializations include retirement planning, college savings, investment management, and estate planning.
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 services
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.
1
2
PA
05/18/2023 - Present
Ameriprise Financial Services, LLC (Plymouth Meeting PA)
NC
05/22/2019 - 04/06/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
SC
06/11/2018 - 05/02/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLESTON SC)
SC
01/28/2003 - 06/05/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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