Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Roberts is a financial advisor with Raymond James Financial Services Advisors, Inc. Robin has been a financial advisor since 1998, and is registered with the state of New York, as well as the state of California as an Investment Advisor Representative. Robin holds the following FINRA securities licenses: Series 7, Series 24, Series 31, Series 51 and Series 66. Robin also holds the Series 63 license. Robin is a Certified Financial Planner. Robin also owns and operates Planned Results, Inc., a firm that provides support services to financial advisors. Robin is committed to helping clients reach 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.
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
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (SYRACUSE NY)
BOTH
Issued 6/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/26/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 6/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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