Unclaimed
Robin Meyer is a Chartered Financial Analyst and has been in the industry since February 2009. Robin is currently registered with IMA Advisory Services, Inc. in Colorado. Robin has experience working with various clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The advisor provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies. IMA Advisory Services, Inc. is a Registered Investment Advisor with offices in Denver, Colorado.
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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CO
02/06/2025 - Present
IMA Advisory Services, Inc. (DENVER CO)
Active
Inactive
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