Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rainey is an investment advisor representative, registered with Lion Street Advisors, LLC. Robert Rainey is also registered with the state of California as an investment advisor representative. Robert Rainey has over 30 years of experience in the financial services industry, specializing in financial planning, portfolio management, and retirement planning. Robert Rainey has also held licenses for insurance products and has extensive experience in the area of executive compensation and incentive plan design.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/01/2020 - Present
Lion Street Advisors, LLC (LAKE FOREST CA)
CA
01/03/2007 - 05/04/2020
M HOLDINGS SECURITIES, INC. (LAKE FOREST CA)
CA
03/14/1988 - 01/03/2007
SIGNATOR INVESTORS, INC. (IRVINE CA)
MA
03/14/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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