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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 Vail Platt is a financial advisor with Cetera Investment Advisers LLC. Robin has been in the financial services industry since January 3, 1999. Robin holds the Series 63, 65, 7 and 24 licenses and has been registered in 13 states, including Louisiana, Texas, Florida, and Maryland. Robin has experience working with individuals, corporations, and trusts. Robin provides financial planning, portfolio management, and pension consulting services. Robin previously worked at Hancock Whitney Investment Services Inc., Allstate Financial Services, LLC, PNC Investments, RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, SunTrust Securities, Inc., and A. G. Edwards & Sons, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
05/07/2013 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (COVINGTON LA)
LA
03/14/2013 - 04/30/2013
ALLSTATE FINANCIAL SERVICES, LLC (SLIDELL LA)
FL
02/28/2012 - 02/14/2013
PNC INVESTMENTS (ORLANDO FL)
FL
10/29/2009 - 02/17/2012
RBC CAPITAL MARKETS, LLC (ORLANDO FL)
FL
11/30/2004 - 11/03/2009
WELLS FARGO ADVISORS, LLC (APOPKA FL)
GA
02/09/2000 - 11/03/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MO
10/15/1998 - 01/27/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 9/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/9/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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