Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Sun is an investment advisor representative with Ellis Investment Partners, LLC, registered in California. Robin has been in the financial services industry since July 2012 and is actively registered with the state of California. Robin is a Series 65-licensed individual and holds a Uniform Investment Adviser Law Examination. In addition to their work at Ellis Investment Partners, LLC, Robin serves as a board member of the United Chinese American Association. Robin specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
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.
Consulting services
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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CA
09/24/2012 - Present
Ellis Investment Partners, LLC (WESTMINSTER CA)
IA
Issued 09/21/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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