Unclaimed
Robyn Yahner is an investment advisor representative with LPL Financial LLC. Robyn has been in the financial services industry since 2002. Robyn has a broad background in financial services having worked with Ameriprise Financial Services, Inc., NatCity Investments, Inc., NatCity Insurance Services, Inc., Liberty Securities Corporation, Independent Financial Securities, Inc. and Spectrum Securities Corporation. Robyn holds several industry licenses and is registered with the state of Pennsylvania, and several other states, as well as FINRA. Robyn's current role is with Greenville Financial Consultants, Inc., a DBA for LPL Business and is registered with LPL Financial LLC.
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.
1
2
PA
07/26/2024 - Present
LPL Financial LLC (GREENVILLE PA)
PA
01/19/2021 - 07/25/2024
CETERA ADVISOR NETWORKS LLC (GREENVILLE PA)
PA
06/15/2012 - 12/14/2012
INVESTMENT PROFESSIONALS, INC. (GROVE CITY PA)
PA
07/27/2010 - 06/25/2012
AMERIPRISE FINANCIAL SERVICES, INC. (GREENVILLE PA)
PA
12/16/1996 - 10/20/2009
NATCITY INVESTMENTS, INC. (MEADVILLE PA)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
02/06/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
07/27/1993 - 12/23/1996
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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