Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Fernandez is a financial advisor with over 15 years of experience in the financial services industry. Robin is currently registered with Truist Advisory Services, Inc., a large firm headquartered in Atlanta, Georgia. Previously, Robin has worked with a variety of firms including Mutual of America Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robin holds licenses for Series 7, 63, 66, and SIE. Robin is a financial advisor and provides investment advice, financial planning, and portfolio management services to individuals, corporations, and trusts. Robin specializes in providing financial advice to high net worth individuals, and Robin is also licensed to provide investment advice in all 50 states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
05/03/2024 - Present
Truist Advisory Services, Inc. (BOCA RATON FL)
FL
01/25/2021 - 11/02/2022
MUTUAL OF AMERICA SECURITIES LLC (Boca Raton FL)
FL
01/30/2018 - 02/22/2018
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
03/02/2017 - 01/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
BOTH
Issued 04/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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