Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Rodriguez is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Robin has been working in the financial services industry since December 31, 2013. Robin's current registrations include a Series 66 and a Series 7TO license. Robin's previous employers include Edward Jones, LPL Financial LLC, and Pruco Securities, LLC. Robin is registered to provide investment advice in California, District of Columbia, Hawaii, Massachusetts, New Jersey, New York, North Carolina, and Oregon.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CA
10/18/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
CA
05/23/2023 - 09/18/2023
PRUCO SECURITIES, LLC. (EL SEGUNDO CA)
CA
03/27/2023 - 05/09/2023
LPL FINANCIAL LLC (PALOS VERDES CA)
CA
07/13/2020 - 11/28/2022
EDWARD JONES (REDONDO BEACH CA)
CT
09/12/2017 - 10/04/2017
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
01/25/2016 - 11/14/2016
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
NJ
12/11/2012 - 12/31/2015
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
08/19/2008 - 08/10/2011
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
BOTH
Issued 08/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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