Unclaimed
Tammy Robbins is a financial advisor with over 15 years of experience in the financial services industry. Tammy is currently registered with Cambridge Investment Research, Inc. in Fairfield, Iowa. Tammy is also registered with the state of Indiana and Iowa. Tammy previously worked with ProEquities, Inc. and Lincoln Financial Advisors Corporation. Tammy holds the Series 6, Series 63 and SIE licenses.
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
IA
09/15/2020 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
AL
02/05/2019 - 09/15/2020
PROEQUITIES, INC. (BIRMINGHAM AL)
PA
08/09/2007 - 02/08/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
PA
08/09/2007 - 02/08/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
AZ
09/09/2004 - 04/13/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
BC
Issued 12/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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