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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Morrell is a financial advisor with over 30 years of experience in the industry. Robin is currently registered with First Heartland Consultants, Inc., a firm that has been in business for over 20 years. Robin provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations.
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.
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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2
NH
09/18/2023 - Present
First Heartland Consultants, Inc. (Weare NH)
NH
09/16/2019 - 09/22/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Bedford NH)
NH
04/13/2009 - 10/08/2019
LPL FINANCIAL LLC (MANCHESTER NH)
NH
10/16/2006 - 04/14/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
NH
10/11/1990 - 10/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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