Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Dale Marchbanks is a financial advisor who has been working in the industry since 1992. Robin is currently registered with LPL Financial LLC in O'FALLON, MO. Robin is also registered with the following states: Alabama, Alaska, Arizona, California, Florida, Illinois, Kansas, Massachusetts, Missouri, and Texas. Robin has previously worked with several other financial institutions including Cutter & Company, Inc., Edward Jones, Cadaret, Grant & Co., Inc., AIG Equity Sales Corp., and Pruco Securities Corporation. Robin specializes in a variety of financial services, including retirement planning, insurance, and investment management.
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.
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2
MO
10/18/2006 - Present
LPL Financial LLC (O'FALLON MO)
MO
05/01/2003 - 10/18/2006
CUTTER & COMPANY, INC. (ST. CHARLES MO)
MO
02/10/1998 - 05/06/2003
EDWARD JONES (ST. LOUIS MO)
NY
01/02/1998 - 02/12/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
03/07/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
NJ
10/14/1992 - 03/18/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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