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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 Reed has been in the financial services industry since May 1981. Robin is currently a Registered Representative with Wells Fargo Clearing Services, LLC and is licensed to provide investment advisory services in Michigan and Texas. Robin has previously been registered with several other firms including J.J.B. Hilliard, W.L. Lyons, LLC, Raymond James & Associates, Inc., Roney & Co., and Roney & Co. L.L.C. Robin has a broad range of experience in the financial services industry, including providing investment consulting services to institutional clients, financial planning, and portfolio management for both businesses and individuals. Robin is committed to providing personalized financial advice and services to help 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.
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.
Investment consulting services to institutional clients
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
MI
05/18/2015 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE MI)
MI
03/13/2001 - 05/19/2015
J.J.B. HILLIARD, W.L. LYONS, LLC (BATTLE CREEK MI)
FL
06/16/1998 - 04/09/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
NA
02/28/1985 - 05/11/1998
RONEY & CO. L.L.C.
MI
05/18/1981 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 03/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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