Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Davis is a financial professional with experience in the industry. Robin is currently registered with Charles Schwab & CO., Inc. and has been with the firm since August 2023. Previously, Robin was associated with WELLS FARGO CLEARING SERVICES, LLC and STIFEL, NICOLAUS & COMPANY, INCORPORATED. Robin holds the Series 63, Series 7TO, and SIE licenses. Robin's primary areas of focus include financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
08/31/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
MO
06/29/2023 - 09/01/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
11/14/2019 - 06/13/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 12/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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