Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Dillon is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Robin has been in the securities industry since 1987. Robin is licensed to provide investment advice in Colorado and Texas. The advisor is also registered in 25 other states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
10/19/2023 - Present
Stifel, Nicolaus & Company, Inc. (COLORADO SPRINGS CO)
CO
05/19/2000 - 10/24/2023
WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)
MN
10/13/1999 - 06/07/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
11/06/1991 - 07/08/1998
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
NY
09/23/1991 - 11/05/1991
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
05/29/1990 - 10/22/1991
JOSEPHTHAL & CO., INC.
NA
07/21/1989 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
TX
05/01/1989 - 06/20/1989
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/20/1985 - 05/01/1989
ROSE & COMPANY INVESTMENT BROKERS, INC.
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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