Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Surratt Long is a financial advisor with RBC Capital Markets, LLC. Robin has been in the financial services industry for over 30 years and has a strong track record of providing investment advice to a variety of clients. Robin holds a Series 3, 7, 9, 10, 27, 63, and 65 licenses and has worked with clients in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Robin has experience providing financial advice to individuals, families, businesses, and institutions. Robin also has experience in providing financial planning, investment management, and retirement planning 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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
GA
02/11/2019 - Present
RBC Capital Markets, LLC (Atlanta GA)
VA
06/01/2009 - 02/23/2011
MORGAN STANLEY SMITH BARNEY (RICHMOND VA)
VA
07/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTESVILLE VA)
MO
10/01/2000 - 06/20/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
06/08/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
11/17/1998 - 06/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
VA
03/14/1995 - 11/17/1998
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
11/26/1993 - 03/28/1995
SAUNDERS DISCOUNT BROKERAGE, INC. (RICHMOND VA)
NC
03/02/1993 - 09/15/1993
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
SC
12/11/1990 - 02/06/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 02/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/05/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/27/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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