Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Bolstad is a financial advisor at Lion Street Financial, LLC. Robin has been in the financial industry for over 20 years and holds Series 7, 63, and 66 licenses. Robin is registered to provide investment advice in Arizona, Georgia, Minnesota, Missouri, and North Dakota. Previously, Robin worked at Royal Alliance Associates, Inc. and Edward Jones.
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.
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.
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2
ND
10/06/2020 - Present
Lion Street Financial, LLC (Fargo ND)
ND
03/01/2007 - 10/08/2020
ROYAL ALLIANCE ASSOCIATES, INC. (FARGO ND)
ND
11/08/2006 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (FARGO ND)
ND
09/10/2002 - 11/07/2006
EDWARD JONES (WEST FARGO ND)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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