Unclaimed
Robin Slemp Drummond is a financial advisor who has been in the industry since 2009. Robin has worked for Wells Fargo Clearing Services, LLC and Edward Jones before joining Raymond James Financial Services, Inc. in 2019. Robin is a Registered Representative and Investment Advisor Representative, holding both Series 7 and 66 licenses. Robin is also licensed in Virginia and Tennessee. Robin works with high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Robin provides a variety of services to their clients, including financial planning, portfolio management, and investment advice.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
10/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (Bristol VA)
VA
10/07/2019 - 10/04/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRISTOL VA)
VA
07/08/2011 - 10/10/2019
WELLS FARGO CLEARING SERVICES, LLC (BRISTOL VA)
MO
12/01/2009 - 08/30/2010
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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