Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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