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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 Silen is an investment advisor representative with Fidelity Personal AND Workplace Advisors, located in Westlake, Texas. Robin has been in the financial industry since 2011 and has a broad range of experience in the field. Robin has a Series 6, 7, 63 and 66 securities licenses as well as a Series 26 principal license, as well as experience with NYLIFE Securities LLC and MWA Financial Services Inc. Robin is licensed in 48 states and the District of Columbia, and is also registered as an investment advisor in Texas. Robin’s focus is on financial planning, portfolio management for businesses and individuals, and education seminars.
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.
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.
1
2
TX
03/06/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
04/02/2015 - 02/20/2019
NYLIFE SECURITIES LLC (FRISCO TX)
TX
07/29/2011 - 03/26/2015
MWA FINANCIAL SERVICES INC. (ADDISON TX)
BOTH
Issued 09/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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