Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lynch is a financial advisor with over 20 years of experience in the industry. Robin is currently registered with Citigroup Global Markets Inc. and has a Series 7, Series 24, Series 55, Series 57TO, and Series 63 license. Robin has a strong track record of success in providing financial advice to individuals, corporations, and institutions. Robin is committed to providing clients with personalized financial planning and investment management services. Robin has worked for a number of other financial institutions, including MML Investors Services, LLC, MSI Financial Services, Inc., and MetLife Investors Distribution Company.
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.
Asset allocation advice
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
NY
02/04/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NJ
01/07/2019 - 06/28/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
MA
03/25/2017 - 11/16/2018
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NJ
11/26/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NY
01/07/2016 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
06/07/2011 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
02/06/2004 - 09/25/2007
COMPUTERSHARE SECURITIES CORPORATION (EDISON NJ)
NE
02/15/1998 - 12/07/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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