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Geneva Denise Robertson

Farmers Financial Solutions, LLC

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About Geneva Denise Robertson

Geneva Denise Robertson is a financial professional with over 40 years of experience in the securities industry. Geneva is currently registered with Farmers Financial Solutions, LLC in Pacific Grove, CA. She is licensed in California, Idaho and Oklahoma. Geneva has held previous positions with Mutual Service Corporation, Titan/Value Equities Group, Inc., United Resources Financial, Financial Planners Equity Corporation, WESCO Securities, Inc., and TMI Equities, Inc. Her professional qualifications include passing the Series 1, Series 7, Series 24 and Series 63 examinations.

Firm Information

Geneva Robertson is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

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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Geneva Robertson’s Registration & Firm History

CA

11/30/2001 - Present

Farmers Financial Solutions, LLC (PACIFIC GROVE CA)

MA

03/31/1999 - 12/11/2001

MUTUAL SERVICE CORPORATION (BOSTON MA)

CA

02/16/1985 - 03/31/1999

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

12/17/1984 - 01/10/1985

UNITED RESOURCES FINANCIAL

NA

06/24/1980 - 09/28/1984

FINANCIAL PLANNERS EQUITY CORPORATION

NA

10/03/1979 - 06/27/1980

WESCO SECURITIES, INC.

NA

04/03/1978 - 10/14/1979

TMI EQUITIES, INC.

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Licenses & Designations

BC

Issued 03/07/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/1981

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1980

Series 7 - General Securities Representative Examination

BC

Issued 03/20/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Geneva Denise Robertson. Review regulatory record here.
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