Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Michelle Stack is a registered representative with Raymond James Financial Services Advisors, Inc. Robin has been in the industry since 2004. Robin has a Series 66 license, which allows her to offer investment advice in Michigan. Robin has also earned Series 7, Series 9, Series 10, Series 31, and SIE licenses. Robin has worked at several firms throughout her career, including Morgan Stanley and UBS Financial Services Inc. Robin is currently registered with Raymond James Financial Services Advisors, Inc. in Plymouth, Michigan. Robin specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Robin has experience working with high-net-worth individuals, corporations, and other businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
02/16/2018 - Present
Raymond James Financial Services Advisors, Inc. (PLYMOUTH MI)
MI
06/01/2009 - 02/20/2018
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
10/31/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LIVONIA MI)
MI
10/20/2004 - 11/07/2008
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/17/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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