Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robb is a financial professional with over 28 years of experience in the industry. Brian has worked with a variety of firms including Fidelity Brokerage Services LLC, MML Distributors LLC, and Hartford Securities Distribution Company, Inc. Brian is currently registered with USI Advisors and USI Securities. Brian offers financial planning and investment management services to corporations, businesses, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
03/17/2021 - Present
USI Advisors (GLASTONBURY CT)
TX
06/13/2013 - 12/31/2020
MML DISTRIBUTORS, LLC (NORTH RICHLAND HILLS TX)
TX
09/20/2012 - 05/22/2014
MML INVESTORS SERVICES, LLC (NORTH RICHLAND HILLS TX)
TX
01/01/2009 - 08/30/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (NORTH RICHLAND HILLS TX)
TX
12/11/2002 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (NORTH RICHLAND HILLS TX)
RI
01/24/2001 - 10/28/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
11/10/1999 - 01/24/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/20/1994 - 11/10/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 03/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/28/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Robb is the right advisor for you? Invested Better is here to help.
