Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lewandowski is a financial advisor with over 29 years of experience in the financial services industry. Robin is currently registered with Osaic Wealth, Inc. and holds Series 6, 7, 63 and 65 licenses. Robin has worked for a number of firms including Securities America, Inc., Citizens Securities, Inc., M&T Securities, Inc. and Liberty Securities Corporation. Robin is dedicated to providing comprehensive financial advice and services to individuals, families, and businesses. Robin specializes in financial planning, portfolio management, and retirement planning. Robin is committed to helping clients 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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
03/19/2021 - 06/14/2024
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
05/21/2009 - 03/22/2021
CITIZENS SECURITIES, INC. (WEST SENECA NY)
NY
05/01/1995 - 05/14/2009
M&T SECURITIES, INC. (WILLIAMSVILLE NY)
NY
05/25/1994 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 08/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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