Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Widmer is a financial advisor with over 23 years of experience. Robin is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Robin has previously held positions with Sagepoint Financial, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Sunamerica Securities, Inc., Sentra Securities Corporation, and Spelmen & Co., Inc.. Robin is licensed to conduct business in Arizona and is a Series 63, Series 66, Series 7, Series 24, Series 52TO, Series 53, and Series 99TO licensed professional. Robin specializes in working with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
10/12/2009 - 05/24/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/12/2009 - 05/24/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
09/28/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
03/31/2004 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/31/2004 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
BOTH
Issued 11/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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