Unclaimed
Brett Robinson is a financial advisor with over 7 years of experience in the industry. Brett is currently registered with Fifth Third Securities, Inc.. Brett has previously been registered with GUGGENHEIM SECURITIES, LLC, RAYMOND JAMES & ASSOCIATES, INC.. Brett has passed the Series 63, Series 65, Series 79, SIE exams. Brett also holds the no known designation. Brett specializes in brokerage services, assisting clients with investment strategies and market analysis.
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.
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.
Sponsor wrap fee program
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
NC
03/08/2023 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
TX
07/18/2019 - 09/07/2022
GUGGENHEIM SECURITIES, LLC (Houston TX)
TN
03/19/2019 - 06/06/2019
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TX
10/19/2016 - 03/20/2019
GUGGENHEIM SECURITIES, LLC (Houston TX)
IA
Issued 9/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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