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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 Conarro is an investment advisor representative at Realta Investment Advisors, Inc.. Robyn has been in the financial industry for 15 years and holds a Series 3, 7, 30, 31, 63, 65, and 66. Robyn has experience providing investment advisory services for a variety of client types, including high-net-worth individuals, corporations, and pension plans. Robyn specializes in providing financial planning, portfolio management, and pension consulting services. Robyn has previously worked at Oppenheimer & Co. Inc., Quest Capital Strategies, Inc., Summit Brokerage Services, Inc., Polar Investment Counsel, Inc., First Independent Financial Services, Inc., Prime Capital Services, Inc., UVEST Financial Services Group, Inc., UBS Financial Services Inc., Citigroup Investment Services, and Salomon Smith Barney Inc.
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.
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
DE
12/16/2021 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
FL
01/06/2021 - 09/10/2021
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
FL
04/27/2018 - 12/31/2020
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
CA
03/04/2013 - 04/26/2018
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
02/01/2011 - 02/03/2011
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
10/15/2009 - 10/28/2009
POLAR INVESTMENT COUNSEL, INC. (BOCA RATON FL)
FL
04/27/2009 - 08/28/2009
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
FL
09/05/2007 - 07/09/2008
PRIME CAPITAL SERVICES, INC. (BOYNTON BEACH FL)
NC
10/25/2006 - 03/05/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NJ
10/12/2004 - 11/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/16/2000 - 03/24/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/26/1998 - 09/29/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 08/22/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/28/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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