Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Muller is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 20 years of experience in the industry. Robin has held previous positions with Morgan Stanley and Morgan Stanley Smith Barney, where Robin provided investment advice and financial planning services to clients. Robin is registered to provide investment advice in several states, including Florida, Wisconsin, and California. Robin holds a Series 7, Series 31, and Series 66 license and has passed the Securities Industry Essentials Exam. Robin specializes in providing investment advice to individuals, businesses, and institutions. Robin offers a range of financial services, including portfolio management, financial planning, and investment consulting. Robin is committed to providing personalized and comprehensive financial advice to help clients reach their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
FL
11/16/2021 - Present
Wells Fargo Advisors Financial Network, LLC (Boca Raton FL)
WI
06/08/2011 - 11/15/2021
MORGAN STANLEY (MILWAUKEE WI)
WI
06/01/2009 - 06/10/2009
MORGAN STANLEY SMITH BARNEY (WAUWATOSA WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
05/01/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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