Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Anderson Fenn is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the financial services industry. Robin is a Registered Representative and Investment Advisor Representative, holding both Series 6 and Series 7 licenses, as well as the Series 63 and Series 66 licenses. Robin previously worked at Edward Jones and American Funds Distributors, Inc. Robin currently offers financial planning, pension consulting, and portfolio management for individuals and businesses. Robin also provides educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
09/07/2021 - Present
Raymond James Financial Services Advisors, Inc. (Helotes TX)
TX
04/25/2013 - 09/06/2021
EDWARD JONES (HELOTES TX)
TX
10/22/1998 - 02/08/2012
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
BOTH
Issued 05/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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