Unclaimed
Colby Russell Robbins is a financial advisor in Nashville, TN. Colby has been in the financial services industry since June 24, 2010. Colby is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Colby was previously registered with RAYMOND JAMES & ASSOCIATES, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Colby has passed the following exams: Series 6, Series 7, Series 63, Series 65, and SIE. Colby holds licenses in 40 states. Colby has a specialization in providing advisory services for individuals, businesses, and investment companies. Colby is a member of the BNI, a referral networking group.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TN
06/05/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
TN
03/28/2011 - 06/12/2015
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
06/24/2010 - 03/30/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NASHVILLE TN)
IA
Issued 09/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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