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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Jarvis has been in the financial services industry since 1998. Robin Jarvis is currently registered with Cambridge Investment Research Advisors, Inc. in Somersworth, New Hampshire. Previously, Robin Jarvis was employed by Oppenheimer & Co. Inc. in Portsmouth, New Hampshire, Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester, New Hampshire, Advest, Inc. in Manchester, New Hampshire, Morgan Stanley DW Inc. in Purchase, New York and Quest Capital Strategies, Inc. in Laguna Hills, California.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NH
03/03/2010 - Present
Cambridge Investment Research Advisors, Inc. (SOMERSWORTH NH)
NH
01/02/2009 - 12/31/2009
OPPENHEIMER & CO. INC. (PORTSMOUTH NH)
NH
03/08/2006 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
NH
04/11/2001 - 03/08/2006
ADVEST, INC. (MANCHESTER NH)
NY
10/09/1998 - 04/25/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
09/16/1998 - 10/06/1998
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 01/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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