Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Robles is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Guillermo has been in the financial industry since September 2014 and has a wide range of experience. Guillermo has worked for several prominent firms, including Janney Montgomery Scott LLC, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, LLC. Guillermo is licensed to provide financial advice in 52 states and is also a registered investment advisor in Connecticut and Texas.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
05/17/2023 - Present
Fidelity Personal AND Workplace Advisors (NEWINGTON CT)
CT
07/12/2022 - 03/28/2023
JANNEY MONTGOMERY SCOTT LLC (Westbrook CT)
NH
06/04/2021 - 07/01/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
CT
06/12/2020 - 05/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)
CT
09/26/2014 - 07/01/2020
WELLS FARGO CLEARING SERVICES, LLC (GLASTONBURY CT)
CT
02/19/2014 - 05/07/2014
MORGAN STANLEY (HARTFORD CT)
BOTH
Issued 08/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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