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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Waldman is a financial advisor with Fidelity Personal And Workplace Advisors. Robin has been in the financial services industry since 2004 and has extensive experience in helping individuals and families achieve their financial goals. Robin is registered with the state of Michigan as a Registered Investment Advisor and is also registered with the state of Texas as a Registered Investment Advisor. Robin is a Series 7, 66, 9 and 10 licensed advisor and is also a SIE certified professional. Robin is dedicated to providing her clients with personalized financial advice and guidance.
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.
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
10/04/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
02/28/2012 - 06/19/2012
CCO INVESTMENT SERVICES CORP. (FARMINGTON MI)
MI
01/16/2009 - 02/24/2012
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
MI
11/18/2004 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
IA
Issued 12/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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