Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Carmichael is an active financial advisor with over 20 years of experience in the industry. Robin currently works with Osaic Wealth, Inc., a firm located in Scottsdale, Arizona. Robin has held prior positions with various firms including Signator Investors, Inc., Cambridge Investment Research, Inc., Transamerica Financial Advisors, Inc, and World Group Securities, Inc. Robin is licensed and registered in multiple states including Florida and Minnesota and holds various industry designations.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
11/02/2018 - Present
Osaic Wealth, Inc. (ROCHESTER MN)
MA
05/09/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
FL
05/17/2016 - 05/08/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Pembroke Pines FL)
FL
09/29/2004 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
12/01/2006 - 12/02/2010
WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)
CA
08/18/2009 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
FL
01/24/2006 - 11/15/2006
WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)
FL
09/17/1998 - 10/08/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2015
Series 4 - Registered Options Principal Examination
BC
Issued 03/16/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robin Carmichael is the right advisor for you? Invested Better is here to help.
