Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lee Schaner is a financial advisor with over 30 years of experience in the industry. Robin has a strong background in securities and investment advisory services, having worked with numerous firms including John G. Kinnard and Company, Incorporated, Smith Barney Inc., Lehman Brothers Inc., Offerman & Co., Inc., and Chubb Securities Corporation. Robin is currently registered with Raymond James Financial Services Advisors, Inc. and is active in several states including North Dakota, Texas, and others. Robin's specializations include investment advisory, financial planning, and portfolio 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
07/05/2018 - Present
Raymond James Financial Services Advisors, Inc. (BISMARCK ND)
MN
04/19/1996 - 07/26/1999
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NY
07/31/1993 - 05/06/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
04/30/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MN
02/17/1989 - 05/08/1990
OFFERMAN & CO., INC. (MINNEAPOLIS MN)
NA
11/23/1988 - 02/24/1989
CHUBB SECURITIES CORPORATION
BOTH
Issued 11/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/01/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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