Unclaimed
Robin Stacey House is an investment advisor representative with The Marshall Financial Group LLC, located in Hunt Valley, MD. Robin has been in the industry since 2012. Robin is also affiliated with OUR House Wealth Advisors, based in Chicago, IL. Robin's current registrations are in Illinois and Florida.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
07/12/2024 - Present
THE Marshall Financial Group LLC (HUNT VALLEY MD)
CO
12/11/2017 - 12/31/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
IL
06/20/2012 - 12/12/2017
EDWARD JONES (EVERGREEN PARK IL)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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