Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Harrell is a financial advisor with Missionsquare Retirement. Robin has over 10 years of experience in the financial services industry. Robin holds the Series 7, Series 63, and Series 7TO licenses. Robin is also a Certified Financial Planner™. Robin specializes in providing financial advice to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
07/13/2018 - Present
Missionsquare Retirement (Williamsburg VA)
VA
09/25/2012 - 08/16/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILLIAMSBURG VA)
VA
06/05/2008 - 09/11/2012
SUNTRUST INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
VA
08/18/2006 - 05/30/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWPORT NEWS VA)
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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