Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Hulfeld is a registered representative with William Blair. Robyn has been in the financial services industry since March 2008. Robyn has been registered with William Blair since March 2017. Prior to that, Robyn was registered with Howe Barnes Hoefer & Arnett, Inc., Transamerica Financial Advisors, Inc., and FINTEGRA, LLC. Robyn holds the following securities licenses: Series 7, Series 63, Series 65, and SIE. Robyn is also registered with the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research 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.
A percentage of the total value of assets under management is charged.
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2
IL
03/27/2017 - Present
William Blair (CHICAGO IL)
IL
10/26/2010 - 11/04/2010
FINTEGRA, LLC (CHICAGO IL)
IL
06/11/2009 - 11/03/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (WARRENVILLE IL)
IL
10/20/2008 - 04/02/2009
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
IN
01/15/2008 - 10/23/2008
MORGAN STANLEY & CO. INCORPORATED (MERRILVILLE IN)
IA
Issued 03/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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