Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Cobas is a financial advisor with Wells Fargo Clearing Services, LLC. Robin is a registered representative with the firm and has been in the financial services industry since 1988. Robin has a wide range of experience and holds multiple licenses and certifications including Series 63, 66, 3, 7, 10, 24, 41, and SIE. Robin has previously worked with several other firms including Prudential Securities Incorporated, A. G. Edwards & Sons, Inc., Shoenberg, Hieber Inc., Quick & Reilly, Inc., Charles Schwab & Co., Inc., Monmouth Investments, Inc., Paragon Capital Corporation, PaineWebber Incorporated, and Reich & Co., Inc. Robin has experience serving a variety of clients including high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Robin is dedicated to providing personalized financial advice and helping clients achieve 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.
1
2
FL
06/12/2018 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
NY
03/24/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
11/14/2000 - 03/06/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/15/1999 - 05/11/1999
SHOENBERG, HIEBER INC. (NEW YORK NY)
NY
06/13/1995 - 01/16/1997
QUICK & REILLY, INC. (NEW YORK NY)
TX
04/08/1991 - 06/08/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
07/08/1988 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
NJ
09/28/1989 - 03/03/1990
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NJ
08/10/1989 - 10/10/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/12/1988 - 07/12/1988
REICH & CO., INC.
NA
05/22/1984 - 09/03/1987
SHOENBERG, HIEBER INC.
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/26/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 41 - NYSE Allied Member Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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