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Robin Ann Lavin

Fidelity Brokerage Services LLC

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About Robin Ann Lavin

Robin Lavin has been working in the financial services industry since 1997. Robin is a registered representative with Fidelity Brokerage Services LLC. Robin is licensed to sell securities in Kentucky, Massachusetts, New Jersey, New York, Pennsylvania and Texas.

Firm Information

Robin Lavin is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Robin Lavin’s Registration & Firm History

KY

01/23/2024 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

PA

06/13/1996 - 12/31/2022

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 03/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Robin Ann Lavin.
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