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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldeen? Claim Your ProfileAldeen Patrice Robinson is a registered investment advisor representative with Cape Investment Advisory, Inc. Aldeen has been in the securities industry since 2004. Aldeen has experience with Investacorp, Inc., TRIAD ADVISORS LLC, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, BISHOP, ROSEN & CO., INC., and SUNTRUST INVESTMENT SERVICES, INC. Aldeen holds FINRA Series 63, 66 and 7 licenses and the SIE exam. Aldeen's current registrations are in Delaware, Georgia, and Texas.
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.
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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GA
01/08/2024 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
GA
06/25/2019 - 10/30/2019
INVESTACORP, INC. (ATLANTA GA)
GA
05/07/2018 - 06/25/2019
TRIAD ADVISORS LLC (NORCROSS GA)
GA
07/27/2012 - 04/12/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ATLANTA GA)
NY
03/30/2011 - 11/22/2011
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
GA
07/01/2005 - 06/17/2009
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
01/07/2004 - 07/05/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
07/10/2001 - 07/30/2003
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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