Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Virden is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robin has been in the financial industry since 1997 and has a wide range of experience in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Robin holds Series 7, 63, and 66 licenses. Robin has previously worked for Morgan Stanley, SunTrust Investment Services, Inc. and Merrill Lynch. Robin has a strong commitment to providing clients with personalized financial advice and guidance.
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.
Investment consulting services to institutional clients
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.
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2
FL
07/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ORMOND BEACH FL)
FL
04/23/2018 - 07/24/2023
MORGAN STANLEY (ORMOND BEACH FL)
FL
11/15/2016 - 04/17/2018
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
OH
04/20/2004 - 02/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
OH
02/01/2002 - 09/11/2003
FIRSTMERIT SECURITIES, INC. (AKRON OH)
NY
11/09/2001 - 02/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
04/19/2000 - 01/05/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
04/19/2000 - 01/05/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
05/14/1999 - 05/03/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
01/10/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
BOTH
Issued 10/07/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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