Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Lee Stein is a financial advisor with over 20 years of experience in the industry. Currently, Robyn is registered with Oneamerica Securities, Inc. Previously, Robyn worked with several other firms including TD Ameritrade, Inc., Comerica Securities, Paychex Securities Corporation, National Planning Corporation, Wells Fargo Investments, LLC, and ADP Broker-Dealer, Inc. Robyn holds several professional licenses including Series 6, 7, 26, 63, and 66. Robyn has experience in various areas of financial advice, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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
IN
11/02/2018 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CA
08/30/2016 - 05/02/2018
TD AMERITRADE, INC. (IRVINE CA)
CA
07/16/2014 - 03/17/2016
COMERICA SECURITIES (COSTA MESA CA)
CA
10/30/2012 - 07/16/2014
PAYCHEX SECURITIES CORPORATION (COSTA MESA CA)
CA
06/08/2009 - 10/17/2012
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
CA
02/21/2006 - 06/25/2007
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
06/12/1996 - 09/07/2005
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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