Unclaimed
Robbie Mathes is a financial professional with over 20 years of experience in the industry. Robbie has a Series 6, Series 26, and Series 63 license and is registered with the state of Colorado. Robbie currently works with Allstate Financial Services, LLC. Previously Robbie was employed by ONEAMERICA SECURITIES, INC., NYLIFE DISTRIBUTORS LLC, and NYLIFE SECURITIES LLC.
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.
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.
1
2
CO
01/17/2018 - Present
Allstate Financial Services, LLC (Denver CO)
CO
01/27/2017 - 11/15/2017
ONEAMERICA SECURITIES, INC. (Denver CO)
NJ
10/06/2015 - 09/20/2016
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
CO
07/18/2002 - 10/07/2015
NYLIFE SECURITIES LLC (DENVER CO)
BC
Issued 05/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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