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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 Oddo is an investment advisor representative with over 30 years of experience. Robin has been registered with LPL Financial LLC since July 2002. Previously, Robin worked at Morgan Keegan & Company, Inc. and Regions Investment Company, Inc. Robin holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Robin has specialized in providing financial planning, portfolio management for individuals and businesses, and pension consulting services to clients. Robin's office is located at 2065 1ST ST, SLIDELL, LA, 70458-3626.
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
LA
07/10/2024 - Present
LPL Financial LLC (SLIDELL LA)
TN
04/12/2001 - 07/24/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
02/10/1994 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AL
02/13/1990 - 12/31/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 11/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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