Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Riney is a financial advisor in Menlo Park, CA. Robert has been in the financial services industry since August 2013. Robert is registered with Voya Financial Advisors, Inc., a firm with offices in Menlo Park, CA and Portland, OR. Robert's primary registration is in California. Robert is a registered investment advisor representative and also holds licenses in Nevada and Colorado. Robert has been with Voya Financial Advisors since May 2022.
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.
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.
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2
CA
05/10/2022 - Present
Voya Financial Advisors, Inc. (Menlo Park CA)
CA
03/12/2020 - 05/14/2020
PRINCIPAL SECURITIES, INC. (SAN JOSE CA)
CA
11/25/2015 - 03/23/2018
FIDELITY BROKERAGE SERVICES LLC (PALO ALTO CA)
CA
05/05/2015 - 11/03/2015
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
11/05/2010 - 12/07/2012
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
12/17/2008 - 10/27/2009
METLIFE SECURITIES INC. (SAN JOSE CA)
TX
03/25/2000 - 07/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/19/1998 - 10/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/19/1998 - 06/08/1998
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
BOTH
Issued 09/11/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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