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Carina Danielle Robson

Foreside Fund Services, LLC

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About Carina Danielle Robson

Carina Robson is a financial advisor registered with Foreside Fund Services, LLC based in Broomfield, CO. Carina has been active in the industry since 2015 and holds the Series 63, SIE and Series 7 licenses. Carina has been registered in 16 states. Previously, Carina worked with CCO CAPITAL, LLC in Phoenix, AZ and Sanford C. Bernstein & Co., LLC in New York, NY.

Firm Information

Carina Robson is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Carina Robson’s Registration & Firm History

CO

07/25/2023 - Present

Foreside Fund Services, LLC (Broomfield CO)

AZ

06/21/2017 - 06/23/2023

CCO CAPITAL, LLC (PHOENIX AZ)

NY

12/22/2014 - 06/01/2017

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carina Danielle Robson.
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