Unclaimed
Robyn Lyn Parks is a registered representative with Stifel, Nicolaus & Company, Inc. located in Boise, Idaho. Robyn has been in the financial industry since March 24, 2019. Robyn is a licensed securities representative, having passed the Series 7TO, Series 66, and SIE exams. She is also registered with the Idaho and Texas securities divisions. Robyn specializes in providing investment advice to individuals and families, including financial planning, retirement planning, and college savings. She also has experience working with businesses and corporations. Robyn is committed to providing her clients with personalized service and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
03/11/2020 - Present
Stifel, Nicolaus & Company, Inc. (BOISE ID)
BOTH
Issued 06/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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