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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 Allis is a financial advisor at Fidelity Personal And Workplace Advisors. Robin has been in the financial industry since March 2005. Robin is licensed to provide investment advice in Colorado and Texas. Robin has a variety of experience in the financial services industry, having worked for several firms, including Jackson National Life Distributors LLC and Foresters Equity Services, Inc. Robin holds the Series 7, 6, 63, 26 and SIE licenses and is a Certified Financial Planner.
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
CO
09/14/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
08/02/2007 - 10/16/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
07/29/2004 - 07/31/2007
FORESTERS EQUITY SERVICES, INC. (LAKEWOOD CO)
BC
Issued 09/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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