Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Kollmer is a financial professional with over 30 years of experience in the securities industry. Robin has held several positions at prominent firms including Oppenheimer & Co. Inc., Dawson James Securities, Inc. and Capital Growth Financial, LLC. Currently, Robin works at Oppenheimer & Co. Inc. as a registered representative. Robin holds Series 63, Series 7, and SIE licenses. Robin is registered to sell securities in 16 states across the United States.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
09/14/2010 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/09/2008 - 10/07/2008
DAWSON JAMES SECURITIES, INC. (NEW YORK NY)
NY
06/19/2007 - 02/08/2008
CAPITAL GROWTH FINANCIAL, LLC (NEW YORK NY)
NY
09/09/2004 - 05/11/2006
SAFDIE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/03/2003 - 09/14/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/21/1997 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
09/22/1987 - 09/29/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
BC
Issued 12/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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