Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Herbert is a financial advisor with Investment Distributors, Inc. based in Covington, KY. Robin has been in the financial industry since January 9, 2015. Robin holds the Series 63, Series 6 and SIE licenses. Robin has been registered with the firm since January 3, 2022.
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
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
AL
11/17/2020 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
CO
04/02/2018 - 10/12/2020
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
08/10/2015 - 04/06/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
11/18/2014 - 07/22/2015
WELLS FARGO ADVISORS, LLC (ARVADA CO)
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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