Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lynn Tucker is a financial advisor with over 25 years of experience in the financial services industry. Robin has been registered with the state of Pennsylvania since 1997 and has experience working with a variety of clients, including individuals, businesses, and retirement plans. Currently, Robin is a Managing Partner at Tri-Pointe Wealth Advisors, LLC. Robin is registered with the state of Pennsylvania as a representative of Osaic Wealth, Inc. Robin also holds a Chartered Financial Consultant designation. Robin is committed to providing clients with personalized financial advice and guidance. Robin is a member of the Southwest Regional Chamber of Commerce.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/24/2024 - Present
Osaic Wealth, Inc. (Canonsburg PA)
PA
06/20/2019 - 07/24/2024
CETERA INVESTMENT SERVICES LLC (CANONSBURG PA)
PA
12/09/1997 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (CANONSBURG PA)
BOTH
Issued 08/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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