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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 Miller Drews is an investment advisor representative at Regal Investment Advisors LLC. Robin has been in the financial industry since 2000 and is currently registered with the state of Maryland. Robin previously worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. Robin has obtained the Series 7, 63, 31 and 65 licenses. Robin is also a certified financial planner. Robin's current firm specializes in providing financial and insurance services to individuals, corporations, and other businesses. Robin's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars. Robin is committed to providing clients with the highest level of service and expertise.
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.
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.
Third party fees
1
2
MD
07/24/2024 - Present
Regal Investment Advisors LLC (Silver Spring MD)
NJ
02/26/2004 - 04/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/03/2000 - 01/05/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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