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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robb? Claim Your ProfileRobb Douglas Weiland is an investment advisor representative. Robb is currently registered with Main Management, LLC in Austin, TX and is an active Investment Advisor Representative in Texas. Robb has been in the industry for over 20 years, with experience in various firms. Robb has passed the Series 6, 7, 63, and 65 exams. Previously, Robb has worked at NORTHERN LIGHTS DISTRIBUTORS, LLC, CEROS FINANCIAL SERVICES, INC., DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC., ING FUNDS DISTRIBUTOR, LLC, SPELMAN & CO., INC., SENTRA SECURITIES CORPORATION, SUNAMERICA SECURITIES, INC., MONY SECURITIES CORPORATION, and SUNAMERICA SECURITIES, 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/07/2019 - Present
Main Management, LLC (Austin TX)
NE
03/29/2022 - 06/30/2022
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MD
12/03/2019 - 03/18/2022
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
CA
08/24/2009 - 04/22/2019
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
AZ
01/01/2004 - 11/05/2008
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
AZ
12/05/2001 - 04/14/2003
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
11/29/2001 - 04/14/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
05/13/1999 - 04/14/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
09/14/1998 - 03/12/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
AZ
02/13/1998 - 09/14/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 02/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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