Robin N. Bolstad
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robin N Bolstad, who also goes by Robin Noel Scherr, was a registered financial professional .
Robin is a previously registered financial professional and started their career in finance in 2002. Robin had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 6, 2020 - December 19, 2024
LION STREET FINANCIAL, LLC
February 11, 2009 - December 31, 2010
UNITED SECURITIES ALLIANCE, INC.
March 1, 2007 - October 8, 2020
OSAIC WEALTH, INC.
November 8, 2006 - March 1, 2007
UNITED SECURITIES ALLIANCE, INC.
September 10, 2002 - November 7, 2006
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LION STREET FINANCIAL, LLC
CRD#: 165828 / SEC#: , 8-69183
Contact information
FINRA licenses (23 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
