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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 Serritslev is an active financial advisor with Avantax Advisory Services. Robin is registered with the state of California as an Investment Advisor Representative. Robin has been in the industry for over a decade and holds Series 7, Series 66, and SIE licenses. Robin has experience in accounting, tax preparation, and grant writing and has been involved in several businesses, including Central Coast Grant Writing & Bookkeeping and Serritslev Norwine & Co. CPAs, LLP. Robin also serves as Board Treasurer and Secretary for the Santa Ynez Valley Pirate Foundation, a nonprofit organization dedicated to supporting the Santa Ynez Valley Union High School. Robin is committed to providing her clients with financial planning, investment management, and retirement planning services tailored to their individual needs.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
11/29/2023 - Present
Avantax Advisory Services (Solvang CA)
BOTH
Issued 11/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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