Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Walsh is a financial advisor who has been in the industry since 2011. Robin is registered with Wealthcare Advisory Partners LLC and holds the Series 6, 7, 63, and 66 securities licenses. Robin has worked for several firms over the years including M. S. Howells & Co., Securities America, Inc. and Park Avenue Securities LLC. Robin provides financial planning, portfolio management, pension consulting, and selection of other advisors. Robin also holds the Series 63 license in New Jersey and the Series 66 license in New Jersey.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
07/20/2023 - Present
Wealthcare Advisory Partners LLC (Neptune NJ)
NJ
07/24/2023 - 11/07/2023
M. S. HOWELLS & CO. (Neptune NJ)
NJ
02/06/2017 - 08/03/2023
SECURITIES AMERICA, INC. (NEPTUNE CITY NJ)
NJ
10/11/2012 - 03/03/2017
PARK AVENUE SECURITIES LLC (SOMERVILLE NJ)
NJ
05/25/2011 - 10/11/2012
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
BOTH
Issued 12/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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