Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Severud Dempsey is a financial advisor at Ballentine Partners. Robin has been in the industry for 3 years. Robin holds the Series 66, Series 7, and SIE exams. Robin specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Robin is based in Waltham, Massachusetts.
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.
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.
Project fees
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2
MA
07/26/2022 - Present
Ballentine Partners (Waltham MA)
MA
11/26/2019 - 07/19/2022
NYLIFE SECURITIES LLC (WALTHAM MA)
BOTH
Issued 01/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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