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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Barger is a financial advisor who has been in the industry since 2003. Robyn is currently registered with UBS Financial Services Inc. Robyn has worked for several financial firms, including Sanford C. Bernstein & Co., LLC, AllianceBernstein Investments, Inc., Oppenheimer & Co. Inc., and CIBC World Markets Corp. Robyn has a wide range of experience in the financial services industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
03/14/2022 - Present
UBS Financial Services Inc. (WESTPORT CT)
NY
11/06/2006 - 08/08/2008
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/19/2003 - 10/24/2006
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
02/20/2003 - 11/12/2003
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/17/1998 - 01/31/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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