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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Kaukonen is a registered Investment Advisor Representative with Summit Global Investments, LLC. Robin has been in the financial services industry for over 25 years. Robin has experience working for several large financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, World Equity Group, Inc., ITG INC., and Lehman Brothers INC. Robin also has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies. Robin holds the Series 7, Series 55, Series 63, and Series 65 licenses and specializes in providing financial planning, portfolio management, and analytical services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
08/17/2022 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
CA
01/15/2016 - 07/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
05/09/2013 - 01/21/2014
WORLD EQUITY GROUP, INC. (SAN FRANCISCO CA)
CA
11/17/2008 - 04/25/2013
ITG INC. (SAN FRANCISCO CA)
CA
08/21/2000 - 03/18/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
NY
04/13/1999 - 04/19/1999
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
06/03/1996 - 04/12/1999
LEHMAN BROTHERS INC. (NEW YORK NY)
CA
02/03/1994 - 05/05/1994
HAMBRECHT & QUIST INCORPORATED (SAN FRANCISCO CA)
IA
Issued 02/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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