Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Renee Basten is a financial advisor with over 15 years of experience in the industry. Robyn is currently registered with Transamerica Financial Advisors, Inc. and is based in Cedar Rapids, Iowa. Robyn holds several licenses and designations, including Series 7, Series 63, Series 66 and Series 24. Robyn has a proven track record of success in helping clients achieve their financial goals. In addition to her experience at Transamerica Financial Advisors, Inc., Robyn has previously worked for a number of other firms, including BertheL, Fisher & Company Financial Services, Inc., Thrivent Investment Management Inc., BancWest Investment Services, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Robyn's diverse background and commitment to providing exceptional client service make her a valuable asset to any investor.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IA
04/02/2018 - Present
Transamerica Financial Advisors, Inc. (Cedar Rapids IA)
IA
03/08/2010 - 05/19/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MARION IA)
IA
06/10/2009 - 09/22/2009
THRIVENT INVESTMENT MANAGEMENT INC. (CEDAR RAPIDS IA)
IA
12/17/2008 - 06/04/2009
BANCWEST INVESTMENT SERVICES, INC. (CEDAR RAPIDS IA)
IA
01/01/2008 - 12/15/2008
WACHOVIA SECURITIES, LLC (CEDAR RAPIDS IA)
IA
04/30/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CEDAR RAPIDS IA)
BC
Issued 05/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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