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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 Lorene Roberts is a financial advisor with over 20 years of experience in the industry. Robin is a Certified Financial Planner and holds multiple licenses and certifications, including Series 7, 24, 31, 51, and 63. Robin works with Raymond James Financial Services Advisors, Inc. and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Robin provides financial planning, investment management, and retirement planning services to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (SYRACUSE NY)
BOTH
Issued 06/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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