Unclaimed
Richard Robbins is a financial advisor at Alliancebernstein LP. Richard has been a financial advisor for 16 years. Richard has Series 7, 9, 10 and 66 licenses and is licensed to sell securities in 28 states. He specializes in portfolio management for individuals, businesses, pooled investment vehicles and investment companies. Richard is an experienced financial advisor and he would be happy to discuss your financial goals and how he can help you reach them.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
09/25/2014 - Present
Alliancebernstein LP (ATLANTA GA)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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