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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robinson is a financial advisor at Fidelity Personal And Workplace Advisors, Brian has been in the industry since 2022. Brian has passed the General Securities Representative Examination, Securities Industry Essentials Examination, Uniform Combined State Law Examination, and the Uniform Securities Agent State Law Examination. Brian is registered to provide securities advice and investment advisory services in 56 states and jurisdictions. Brian is a registered representative of Fidelity Personal And Workplace Advisors and provides investment advisory services through Fidelity Personal And Workplace Advisors. Brian's specializations include: fixed income, mutual funds, annuities, investment advisory services, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
06/02/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 05/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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