Unclaimed
Robyn Austin is a financial advisor with over 15 years of experience in the financial services industry. Robyn currently works at Wells Fargo Clearing Services, LLC and is registered as a Registered Representative in Missouri. Robyn has previously worked at Waddell & Reed, Inc. and Wells Fargo Advisors. Robyn specializes in providing investment advice to individuals, businesses, and institutions. Robyn holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Robyn is also a notary public in the state of Missouri.
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.
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.
Investment consulting services to institutional clients
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
MO
07/14/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/12/2012 - 01/06/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/20/2006 - 01/25/2011
WADDELL & REED, INC. (CREVE COEUR MO)
BOTH
Issued 07/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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