Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dyvonne? Claim Your ProfileDyvonne Robinson is a financial advisor with Wells Fargo Clearing Services, LLC. Dyvonne has been in the industry since 2010. Dyvonne is registered with FINRA and the state of North Carolina. Dyvonne has experience with Fidelity Brokerage Services LLC, Alliance-One Investments, LLC, MetLife Investors Distribution Company, MetLife Securities, Inc, New England Securities, Vanguard Marketing Corporation and E*TRADE Securities LLC.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
NC
01/12/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
FL
05/13/2021 - 10/21/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NC
08/11/2017 - 03/28/2021
ALLIANCE-ONE INVESTMENTS, LLC (Charlotte NC)
NC
01/14/2014 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
02/27/2014 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
02/27/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
06/24/2011 - 11/25/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
03/13/2007 - 07/29/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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