Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Dawn Robertson is a financial advisor with Raymond James Financial Services Advisors, Inc. Misty has been in the financial services industry since 2004. Misty has a Series 6, Series 7 and Series 66 securities license. Misty has been registered with Raymond James Financial Services Advisors, Inc. since 2021. Misty is also registered with the states of Illinois, Kansas, Massachusetts, Nebraska, Ohio, Oklahoma, Oregon, South Dakota, and Texas. Misty specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
02/16/2022 - Present
Raymond James Financial Services Advisors, Inc. (NORTH PLATTE NE)
CA
12/15/2004 - 11/29/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 07/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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