Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Wahby is an investment advisor representative with Eagle Strategies LLC. Robin has been in the securities industry since November 18, 1990, and has a strong background in financial planning and portfolio management. Robin holds several securities licenses, including Series 6, 7, 22, 24, 63 and 66, and has a history of working with individuals, corporations, and charitable organizations. Robin is also a licensed insurance broker, and can provide advice on a range of insurance products. Robin is committed to providing her clients with personalized financial advice and guidance to help them 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
FL
08/05/2005 - Present
Eagle Strategies LLC (JACKSONVILLE BEACH FL)
BOTH
Issued 12/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/5/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/1990
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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