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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Ann Porschen is an active investment advisor representative with Osaic Wealth, Inc. based in ST. LOUIS, MO. Robin has been in the industry since 2001 and has experience with LPL Financial LLC, Securities Service Network, Inc., and Genworth Financial Securities Corporation. Robin holds multiple licenses including the Series 6, 7, 63, and 65 exams and is registered to sell securities in 15 states. Robin Ann Porschen also provides insurance agent services for Robin Nelson, Wealth Manager services for UHY Wealth DBA and administrative assistance for UHY Advisors.
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.
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
MO
09/01/2023 - Present
Osaic Wealth, Inc. (ST. LOUIS MO)
MO
05/18/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. LOUIS MO)
MO
07/12/2013 - 05/31/2023
LPL FINANCIAL LLC (SAINT LOUIS MO)
TN
09/19/2007 - 07/12/2013
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MO
02/13/2006 - 09/20/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (ST. LOUIS MO)
MI
06/09/2003 - 12/31/2005
CENTERPRISE CAPITAL, LLC (FARMINGTON HILLS MI)
TN
03/29/2001 - 08/06/2001
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MO
05/27/1998 - 12/02/1999
MAGNA INVESTMENTS (ST. LOUIS MO)
IA
Issued 03/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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