Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Robinson is a financial advisor with over 15 years of experience in the industry. Beth is currently registered with Fidelity Brokerage Services LLC and previously worked at John Hancock Distributors LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Beth holds the Series 7 and Series 66 securities licenses and the SIE exam. Beth has a broad range of experience in the financial services industry.
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.
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.
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2
TX
10/05/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
MA
10/22/2015 - 08/15/2022
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
AZ
07/21/2008 - 12/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
AZ
08/28/2007 - 08/06/2008
CITIGROUP GLOBAL MARKETS INC. (TUCSON AZ)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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