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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robby? Claim Your ProfileRobby Harfst is an investment advisor representative with Harfst and Associates, Inc., located in Sheridan, WY. Robby has been in the industry since 1993. Robby specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robby is a Certified Financial Planner. Robby has been licensed in Oregon, Texas and Wyoming. Robby is a Registered Investment Advisor. Robby has previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC., COMMONWEALTH FINANCIAL NETWORK, FAIRPORT CAPITAL, INC., BANNON & WHITNEY, INC., and MML INVESTORS SERVICES, INC. Robby has passed the Series 6, 7, 24, 51, 63 and 65 exams. Robby also offers life, health/disability and long-term care insurance as an independent agent.
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.
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.
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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WY
02/28/2022 - Present
Harfst AND Associates, Inc. (SHERIDAN WY)
OR
03/05/2002 - 07/01/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHLAND OR)
MA
05/18/2000 - 03/05/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
AZ
01/04/1999 - 05/18/2000
FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)
CT
01/05/1998 - 12/31/1998
BANNON & WHITNEY, INC. (WEST HARTFORD CT)
MA
02/24/1993 - 12/31/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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