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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 Perkins is an investment advisor representative with Raymond James & Associates, Inc., with a professional career in the financial services industry spanning over 30 years. Robin Perkins has licenses for both securities and investment advisory services, and currently holds Series 6, 7, 26, 63 and 65 licenses. Robin Perkins is registered with FINRA, and the state of Florida. Robin Perkins's previous experience includes time with Preferred Securities Group, Inc., World Invest Corporation, Securities America, Inc. and Midamerica Management Corporation.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/06/2021 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
05/07/1997 - 12/31/1997
PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)
FL
11/11/1992 - 05/09/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
NE
06/25/1992 - 11/18/1992
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
05/12/1992 - 06/29/1992
MIDAMERICA MANAGEMENT CORPORATION (CEDAR RAPIDS IA)
IA
Issued 12/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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