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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robyn? Claim Your ProfileRobyn Simons is an Investment Advisor Representative with Promontory Financial Planning, LLC. Robyn has been in the financial services industry for over 20 years, previously working with firms such as Berthel, Fisher & Company Financial Services, Inc., Money Concepts Capital Corp, and First Security Investor Services, Inc. Robyn is a dedicated financial professional who specializes in financial planning, portfolio management for individuals and businesses. Robyn holds the Series 6, 7, 63 and 66 licenses. Robyn is based in Layton, Utah.
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.
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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UT
10/05/2017 - Present
Promontory Financial Planning, LLC (Layton UT)
UT
02/28/2008 - 09/27/2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Layton UT)
UT
06/25/2002 - 02/28/2008
MONEY CONCEPTS CAPITAL CORP (ALPINE UT)
UT
01/16/2001 - 07/11/2002
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
MO
05/24/2000 - 02/15/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
CA
12/22/1999 - 05/26/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
07/01/1999 - 12/22/1999
FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)
UT
09/04/1996 - 07/01/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
IA
01/22/1996 - 09/03/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
09/09/1986 - 01/23/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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