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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 Lorraine Morris is a financial advisor with Janney Montgomery Scott LLC. Robin is a licensed and registered investment advisor in Pennsylvania and 21 other states. Robin has over 28 years of experience in the financial industry and holds Series 63, Series 7, Series 9 and Series 10 licenses. Robin also holds the Securities Industry Essentials (SIE) license. Robin's practice specializes in working with individuals, corporations, businesses, high-net-worth individuals, and pension and profit-sharing plans. Robin also is the owner of Specialty Electric Co., Inc., a self-employed electrical contractor, and the treasurer of Rockledge Volunteer Fire Co., Inc.
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.
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.
Fee plus commission
1
2
PA
07/19/2006 - Present
Janney Montgomery Scott LLC (WYNCOTE PA)
BC
Issued 11/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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