Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Goldstein is a registered investment advisor with Aca/prudent Investors Planning Corp. She has been in the industry since 2003. Goldstein holds a Series 7, Series 63, Series 65 and Series 24 license and has passed the Securities Industry Essentials Examination (SIE) and Operations Professional Examination (Series 99TO). Robyn Goldstein specializes in providing financial planning and investment advice to individuals and families. She is also active in the community and has been involved in a number of charitable organizations.
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.
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.
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2
NJ
03/28/2003 - Present
Aca/prudent Investors Planning Corp. (GREEN BROOK NJ)
IA
Issued 03/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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