Unclaimed
Robyn Crossan is a financial professional with over 16 years of experience in the industry. Robyn is currently registered with Thrivent Investment Management Inc. and holds Series 63, Series 66, Series 7 and SIE licenses. Robyn has previously been registered with LPL FINANCIAL LLC, NYLIFE SECURITIES LLC and RAYMOND JAMES FINANCIAL SERVICES, INC. Robyn specializes in providing financial planning and portfolio management services to individuals and families. Robyn is dedicated to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
MD
04/21/2022 - Present
Thrivent Investment Management Inc. (GERMANTOWN MD)
MD
03/09/2015 - 10/13/2016
LPL FINANCIAL LLC (ROCKVILLE MD)
MD
06/09/2005 - 03/11/2015
NYLIFE SECURITIES LLC (BETHESDA MD)
FL
09/30/2003 - 11/08/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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