Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Tan is a financial advisor with LPL Financial LLC. Robin has been in the financial services industry since 1996 and holds several licenses and designations, including Series 6, 7, 63, 65, and the SIE. Robin is also a Certified Financial Planner. Robin has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Robin provides financial planning, portfolio management, and other advisory 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.
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
WA
10/01/2020 - Present
LPL Financial LLC (KIRKLAND WA)
WA
12/11/1997 - 10/01/2020
KMS FINANCIAL SERVICES, INC. (KIRKLAND WA)
GA
10/03/1996 - 12/23/1997
WMA SECURITIES, INC. (DULUTH GA)
MA
01/09/1996 - 10/09/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/09/1996 - 10/09/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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