Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robbie? Claim Your ProfileRobbie Lynn Ellsbury is a financial advisor with Avantax Investment Services, Inc. Robbie has been in the financial services industry since September 7, 2005. Robbie is registered with FINRA as a general securities representative and has passed the Series 7, Series 24, Series 63, Series 99TO, and SIE exams. Robbie is also registered with the state of 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.
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.
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2
TX
07/01/2024 - Present
Avantax Investment Services, Inc. (DALLAS TX)
IA
10/19/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (W Des Moines IA)
IA
04/09/2019 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)
IA
02/22/2008 - 01/09/2013
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
IA
02/23/2007 - 02/11/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
06/12/2003 - 11/21/2006
RUAN SECURITIES CORPORATION (DES MOINES IA)
BC
Issued 10/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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