Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Medina is a financial advisor with over 20 years of experience in the financial services industry. She is currently registered with Avantax Advisory Services, where she has been employed since June 2005. Previously, Robyn worked at Comprehensive Financial Services in Beverly Hills, California, and at Jackson National Life Distributors, Inc. in Franklin, Tennessee. Robyn has held licenses in multiple states, including California and Texas. Robyn is a registered representative and investment advisor representative. She specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and pension and profit-sharing plans. She is also a registered solicitor, providing referral services to third-party investment managers and conducting participant enrollment meetings.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
12/13/2010 - Present
Avantax Advisory Services (Los Angeles CA)
TX
04/18/2003 - 04/01/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
TN
07/26/2000 - 02/06/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
07/26/2000 - 02/06/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
01/20/1997 - 07/18/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/20/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 04/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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