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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robbin? Claim Your ProfileRobbin Kerth is a financial advisor with LPL Financial LLC in Ottawa, Kansas. Robbin has been in the industry since March 1997, working in various roles with different firms, including Waddell & Reed, Inc., Investment Professionals, Inc., and UVEST Financial Services Group, Inc. Robbin is currently registered with the state of Kansas and Texas and holds Series 6, 7, and 63 licenses, as well as the SIE exam.
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.
Consulting and other non-discretionary advisory services
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
KS
07/05/2011 - Present
LPL Financial LLC (OTTAWA KS)
NC
07/12/2011 - 07/13/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
KS
12/01/2004 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (OTTAWA KS)
TX
08/21/2002 - 12/09/2004
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
KS
03/10/1997 - 09/05/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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