Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Marie Blue is a financial advisor with over 20 years of experience in the financial industry. Robin has worked at several firms including TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, LPL FINANCIAL LLC, and NRP FINANCIAL, INC. Robin currently works at Osaic Wealth, Inc. where Robin provides financial planning, pension consulting, and portfolio management for businesses and individuals. Robin is registered with FINRA and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.
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
MA
08/23/2024 - Present
Osaic Wealth, Inc. (Quincy MA)
MA
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Quincy MA)
MA
04/01/2014 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)
MA
11/30/2010 - 04/08/2014
LPL FINANCIAL LLC (BOSTON MA)
MA
05/28/2010 - 11/30/2010
NRP FINANCIAL, INC. (BOSTON MA)
MA
01/13/2005 - 05/03/2010
PACIFIC SELECT DISTRIBUTORS, INC. (NEEDHAM MA)
MA
04/04/2001 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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