Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Saterfiel is a financial advisor who has been working in the industry since 2007. Robin currently works for Voya Financial Advisors, Inc. and is registered with both FINRA and the SEC. Robin holds Series 6, 7, 63, and 65 licenses, along with the SIE exam, and is registered in multiple states to provide financial advice. Robin is a specialist in retirement planning, mutual funds, variable annuities, insurance, and investment advisory services. Robin also has experience working for ING Financial Advisors, LLC and Essex National Securities, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
05/01/2020 - Present
Voya Financial Advisors, Inc. (WEST MONROE LA)
LA
10/20/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WEST MONROE LA)
LA
11/07/2007 - 10/20/2008
ESSEX NATIONAL SECURITIES, INC. (MONROE LA)
LA
04/24/2007 - 11/08/2007
PROEQUITIES, INC. (LAFAYETTE LA)
IA
Issued 10/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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