Unclaimed
Robin Taylor Cook is a financial advisor with Fidelity Personal and Workplace Advisors. Robin has been in the financial industry since October 1, 2022, and holds Series 63 and Series 66 securities licenses as well as the Series 7TO and SIE exams. Robin is registered with the state of California and Texas. In addition to Robin's role with Fidelity Personal and Workplace Advisors, Robin is the sole proprietor of Robin Taylor Designs, LLC, which designs and manufactures jewelry, and Robin Taylor Music, which releases original music. Robin is also the proprietor of The Sturdy Pine Co., a self-improvement ebook business that produces digital planners and journals.
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.
1
2
CA
04/11/2024 - Present
Fidelity Personal AND Workplace Advisors (STUDIO CITY CA)
BOTH
Issued 03/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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