Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Zinn is a financial advisor who has been in the industry since 2018. Robert is currently registered with Vanguard Marketing Corp. He is also registered with the following firms: MML INVESTORS SERVICES, LLC, and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Robert holds the following licenses: Series 7TO, SIE, Series 6, Series 63, and Series 65. Robert's professional experience includes working with clients in a variety of financial planning needs.
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.
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.
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AZ
03/27/2024 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
01/07/2020 - 02/07/2024
MML INVESTORS SERVICES, LLC (Scottsdale AZ)
AZ
09/17/2018 - 12/19/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PHOENIX AZ)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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