Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Costner is a financial advisor at LPL Financial LLC, with over 20 years of experience in the financial services industry. Robin has a strong background in investment management and financial planning, offering a wide range of services to meet the needs of individuals, families, and businesses.
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.
1
2
SC
08/19/2021 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/18/2018 - 08/16/2021
MML INVESTORS SERVICES, LLC (Shelby NC)
NC
03/25/2017 - 07/11/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
01/09/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
05/02/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
01/09/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELBY NC)
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robin Costner is the right advisor for you? Invested Better is here to help.
