Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Thomas is a financial advisor with over 11 years of experience in the financial services industry. Robin has worked for a number of firms, including BB&T Investment Services, Inc., BB&T Securities, LLC, Truist Investment Services, Inc., and now J.P. Morgan Securities LLC. Robin is a registered representative with Series 6, 7, and 63 licenses, as well as a Series 65 license. Robin is registered with the Securities and Exchange Commission (SEC) and FINRA. Robin is a highly experienced financial advisor who provides financial planning, portfolio management for individuals and businesses, and pension 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MD
12/11/2023 - Present
J.p. Morgan Securities LLC (Baltimore MD)
MD
10/14/2020 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (COLUMBIA MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
07/03/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (COLUMBIA MD)
MD
06/04/2012 - 07/01/2014
TRIAD ADVISORS, INC. (OWINGS MILLS MD)
BC
Issued 07/18/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2012
Series 6 - Investment Company Products/Variable Contracts 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 Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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