Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Paul Robert is a registered investment advisor representative with Equitable Advisors, LLC and has been in the industry since August 24, 1986. Robin Paul Robert has a strong track record of success in the financial services industry, with experience in a range of financial planning, portfolio management and advisory services. Robin Paul Robert provides financial planning for individuals, businesses, and families. Robin Paul Robert offers a comprehensive suite of financial solutions, including investment advice, retirement planning, and insurance. Robin Paul Robert holds Series 6, 7, 63 and 65 licenses.
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
WA
08/24/2023 - Present
Equitable Advisors, LLC (BELLEVUE WA)
NY
08/25/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/03/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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