Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Doreen Martin is a financial advisor with over 30 years of experience in the industry. Robin is currently registered with U.S. Bancorp Investments, Inc. and is licensed to provide financial advice in California. Robin has held previous positions with Union Bank, UnionBanc Investment Services, LLC, Cetera Investment Services LLC, Wells Fargo Investments, LLC, Financial West Group, Nationwide Investment Services Corporation, FundSelect Advisers, Inc., Great Western Financial Securities Corporation, Dean Witter Reynolds Inc., and Lehman Brothers Inc. Robin's areas of expertise include: portfolio management, financial planning, and selecting other 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/02/2023 - Present
U.s. Bancorp Investments, Inc. (Sacramento CA)
CA
05/07/2013 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
04/14/2008 - 03/22/2013
CETERA INVESTMENT SERVICES LLC (WALNUT CREEK CA)
CA
12/03/2003 - 07/12/2006
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE CA)
NV
01/08/1999 - 11/28/2003
FINANCIAL WEST GROUP (RENO NV)
OH
12/03/1998 - 01/04/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
03/11/1997 - 12/03/1998
FUNDSELECT ADVISERS, INC. (COLUMBUS OH)
CA
02/05/1992 - 12/31/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
02/01/1991 - 01/24/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/22/1990 - 02/21/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robin Martin is the right advisor for you? Invested Better is here to help.
