Unclaimed
Robin Whetstone-harlan is a financial advisor in Norman, Oklahoma. Robin has been in the industry since November 2002 and is currently registered with State Farm VP Management Corp. Robin is also registered in Louisiana and Texas and has passed the Series 6, SIE and Series 63 exams. Previously, Robin has worked for ALLSTATE FINANCIAL SERVICES, LLC, HARTFORD EQUITY SALES COMPANY INC., SAYBRUS EQUITY SERVICES, INC, PHOENIX EQUITY PLANNING CORPORATION, OGILVIE SECURITY ADVISORS CORPORATION, WALNUT STREET SECURITIES, INC. and JEFFERSON PILOT SECURITIES CORPORATION.
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.
1
2
OK
06/12/2015 - Present
State Farm VP Management Corp. (Norman OK)
TX
03/14/2012 - 01/16/2014
ALLSTATE FINANCIAL SERVICES, LLC (LEWISVILLE TX)
CT
02/23/2011 - 02/22/2012
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
09/15/2010 - 02/10/2011
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
PA
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
04/01/2005 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IL
07/31/2002 - 10/27/2004
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CA
05/09/2001 - 06/28/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
11/10/2000 - 05/09/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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