Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Renee Woodell is a financial advisor with Hornor, Townsend & Kent, LLC. Robin has been in the industry since 2007 and has experience in providing clients with financial planning services, insurance brokerage, and other investment advisory services. Robin holds a variety of licenses and certifications, including Series 6, Series 7, Series 26, Series 63, and Series 65. Robin is also a Certified Financial Planner.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
NC
10/30/2018 - Present
Hornor, Townsend & Kent, LLC (CHARLOTTE NC)
NC
08/24/2007 - 10/31/2018
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
IA
Issued 10/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robin Woodell is the right advisor for you? Invested Better is here to help.
