Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Gardiner is a financial advisor with LPL Financial LLC, where has been registered since September 2009. Robin has previously worked at Associated Securities Corp. and Sagepoint Financial, Inc. Robin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Securities Industry Essentials (SIE) licenses. Robin has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
CO
09/08/2009 - Present
LPL Financial LLC (DENVER CO)
MA
04/21/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CO
10/25/2006 - 04/23/2009
SAGEPOINT FINANCIAL, INC. (DENVER CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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