Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Reyes Robinson is an active investment advisor representative with over 10 years of experience in the industry. Richard is currently registered with Transamerica Retirement Advisors, LLC. Previously, Richard was associated with UBS Financial Services Inc., CRI Securities, LLC, Securian Financial Services, Inc., LPL Financial LLC and Wealth Enhancement Brokerage Services, LLC. Richard holds licenses for Series 7, Series 24, Series 66 and SIE exams. Richard specializes in providing investment advice and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
MN
03/17/2021 - Present
Transamerica Retirement Advisors, LLC (Eden Prairie MN)
MN
05/19/2020 - 03/12/2021
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
MN
06/07/2019 - 02/04/2020
CRI SECURITIES, LLC (ST PAUL MN)
MN
06/07/2019 - 02/04/2020
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
01/26/2011 - 03/22/2019
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
07/12/2012 - 02/25/2019
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
BOTH
Issued 07/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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