Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Jennings is a financial professional with over 20 years of experience in the financial services industry. Robin is currently a registered representative with Charles Schwab & Co., Inc. and is located in Lone Tree, CO. Previously, Robin has held positions with OppenheimerFunds Distributor, Inc., RMIN Securities, Inc., ING America Equities, Inc., and Ascend Financial Services, Inc. Robin has passed multiple industry exams including the Series 6, 7, 24, 51, 63, 65, SIE and 99TO exams.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
03/16/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
08/03/2005 - 03/03/2015
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
07/26/2002 - 08/05/2005
RMIN SECURITIES, INC. (DENVER CO)
PA
09/18/2000 - 07/01/2002
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
MN
01/31/2000 - 08/04/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 10/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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