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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Robbins is a registered investment advisor representative with Hoopoe Advisors. John has been in the industry since 2022 and holds the Series 7TO, SIE and Series 66 licenses. John is active in both California and Massachusetts. John has experience working with a variety of clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John's firm, Hoopoe Advisors, provides a range of services, including financial planning, pension consulting, and portfolio management for individuals.
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.
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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MA
10/13/2022 - Present
Hoopoe Advisors (BOSTON MA)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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