Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lavin is a financial advisor with Fidelity Brokerage Services LLC. Robert has been working in the financial services industry since January 7, 2020. Robert is currently registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 66, Series 9 and Series 10 license. Robert is also registered as a broker-dealer in 53 states. Previously, Robert was employed by Edward Jones.
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
CO
02/24/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
09/21/2019 - 11/06/2020
EDWARD JONES (CENTENNIAL CO)
BOTH
Issued 10/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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