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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Lawhon is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and is a Certified Financial Planner. Robyn has been in the financial industry since 1989 and holds various licenses and certifications, including Series 3, 6, 7, 9, 10, 31, 63, and 65. Before joining Merrill Lynch, Robyn worked for several other firms, including BOSC, INC., LINSCO/PRIVATE LEDGER CORP., FINANCIAL HORIZONS DISCOUNT BROKERAGE, INC., and FINANCIAL HORIZONS SECURITIES CORPORATION. Robyn specializes in providing investment advice to individuals and businesses, pension consulting, and educational seminars. Robyn has a large client base of individuals, businesses, pension and profit-sharing plans, corporations, insurance companies, charitable organizations, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
08/23/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA CLARITA CA)
OK
05/09/1995 - 08/23/2002
BOSC, INC. (TULSA OK)
SC
06/02/1993 - 05/11/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
04/18/1990 - 05/25/1993
FINANCIAL HORIZONS DISCOUNT BROKERAGE, INC.
NA
09/18/1989 - 05/25/1993
FINANCIAL HORIZONS SECURITIES CORPORATION
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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