Unclaimed
Robin Kizito is an investment advisor representative with Fidelity Personal And Workplace Advisors. Robin has been in the industry since July 2007, working with high-net-worth individuals, corporations, and charitable organizations. Fidelity Personal And Workplace Advisors is a large firm, managing over $800 billion in assets for individual and institutional clients. The firm offers a variety of financial planning and investment management services. Robin is registered with the Securities and Exchange Commission (SEC) and FINRA. Robin is also a registered investment advisor in Maryland and Texas.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 02/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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