Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Wendy Riendl has been in the financial services industry since 1996. Robin is a Certified Financial Planner™ professional and is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Robin is also a Registered Representative with FINRA and a Registered Investment Advisor Representative in Texas. Robin has been with LPL Financial LLC since 2009. Prior to that, Robin was employed by CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC.
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
AK
09/21/2015 - Present
LPL Financial LLC (ANCHORAGE AK)
AK
12/10/2002 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (ANCHORAGE AK)
NY
10/09/1996 - 12/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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