Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Spencer is a financial advisor with over 14 years of experience in the financial services industry. Robin is currently registered with Charles Schwab & Co., Inc. and is licensed to provide investment advice in Arizona, Florida, Illinois, Indiana, Michigan and Wisconsin. Robin has a broad range of experience, having previously worked with firms such as TD Ameritrade, Inc., Fidelity Brokerage Services LLC, Pruco Securities, LLC., Lincoln Investment, HD VEST Investment Services, Comerica Securities, Morgan Stanley, Chase Investment Services Corp., and Multi-Bank Securities, Inc. Robin has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice that meets their individual needs.
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
MI
06/09/2023 - Present
Charles Schwab & CO., Inc. (Novi MI)
MI
08/07/2023 - 07/29/2024
TD AMERITRADE, INC. (Novi MI)
MI
07/08/2020 - 09/09/2022
FIDELITY BROKERAGE SERVICES LLC (TROY MI)
MI
12/02/2019 - 07/06/2020
PRUCO SECURITIES, LLC. (TROY MI)
MI
06/19/2018 - 12/10/2019
LINCOLN INVESTMENT (SOUTHFIELD MI)
MI
04/26/2018 - 06/29/2018
HD VEST INVESTMENT SERVICES (Southfield MI)
MI
11/13/2015 - 01/12/2018
COMERICA SECURITIES (FARMINGTON MI)
MI
06/01/2012 - 11/05/2015
MORGAN STANLEY (TROY MI)
MI
11/05/2010 - 06/04/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON WOODS MI)
MI
09/19/2008 - 10/18/2010
MULTI-BANK SECURITIES, INC. (PLEASANT RIDGE MI)
BOTH
Issued 11/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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