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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 R. Saar is a financial advisor registered with LPL Financial LLC in SHANNON, IL. Robin has been in the financial services industry since November 25, 2003. Robin's experience includes working with UVEST FINANCIAL SERVICES GROUP, INC. in SHANNON, IL. Robin holds the Series 66, Series 7 and SIE securities licenses. Robin is registered with the state of Illinois as an Investment Advisor Representative. Robin is also registered in Iowa, Missouri, North Carolina and Tennessee. Robin is a board member for First State Bank-Shannon Polo, FSB Wealth Group, and CBSC.
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.
1
2
IL
11/02/2010 - Present
LPL Financial LLC (SHANNON IL)
IL
11/25/2003 - 11/10/2010
UVEST FINANCIAL SERVICES GROUP, INC. (SHANNON IL)
BOTH
Issued 01/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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