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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 Nicole Neal is a financial advisor with over 20 years of experience in the financial services industry. Robin is currently registered with LPL Financial LLC and has been associated with them since April 1998. Prior to that, Robin was registered with Security Distributors, Inc. from December 1997 to April 1998. Robin holds a Series 6, 7, 24 and 63 licenses, as well as the SIE. Robin is also a Certified Financial Planner (CFP). Robin works with a variety of clients, including individuals, families, businesses, and retirement plans. Robin specializes in financial planning, investment management, and retirement planning. Robin provides a range of services, including: * Financial planning * Investment management * Retirement planning * Estate planning * Insurance planning * Tax planning
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.
Consulting and other non-discretionary advisory 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.
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.
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2
KS
09/14/2021 - Present
LPL Financial LLC (BONNER SPRINGS KS)
KS
12/04/1997 - 04/02/1998
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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