Unclaimed
Robyn Giannattasio Alcorta is a financial professional with over 15 years of experience in the industry. Robyn is currently registered with DFA Securities LLC and has been with the firm since 2012. Prior to joining DFA Securities, Robyn worked at Charles Schwab & Co., Inc. and 401(k) Investment Services, Inc. Robyn is a licensed Series 6, 7, 24, 26 and 63 representative and holds the SIE designation. Robyn has a broad range of experience and expertise in providing financial advice to clients.
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
TX
06/28/2012 - Present
DFA Securities LLC (AUSTIN TX)
TX
10/21/2008 - 08/27/2010
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
04/11/2005 - 06/30/2009
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
BC
Issued 03/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robyn Alcorta is the right advisor for you? Invested Better is here to help.