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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 Jo Repetti is a financial advisor with over 20 years of experience in the industry. She is currently registered with Alera Investment Advisors, LLC, a firm that provides a range of investment advisory services. Robyn is also registered in Arizona and Nevada, and holds both Series 6 and Series 63 licenses. Prior to joining Alera, Robyn was a financial advisor with Principal Securities, Inc. and Princor Financial Services Corporation. She holds a Series 65 license and has experience with both individual and institutional clients. In addition to her work as a financial advisor, Robyn is the President of Doroshow Insurance, Inc., an insurance agency selling health, life, disability, dental and vision products.
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.
A percentage of the total value of assets under management is charged.
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2
NV
01/08/2025 - Present
Alera Investment Advisors, LLC (Henderson NV)
NV
08/03/2007 - 12/02/2021
PRINCIPAL SECURITIES, INC. (HENDERSON NV)
IA
01/26/2000 - 01/31/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MD
10/30/1998 - 01/07/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 06/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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