Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Young Robinson is a financial advisor at Fidelity Personal and Workplace Advisors with over 11 years of experience in the financial services industry. Whitney has a broad range of experience having worked at several firms including Morgan Stanley, MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, MetLife Securities Inc. and Edward Jones. Whitney holds the Series 7, Series 65, and Series 66 licenses as well as the Securities Industry Essentials Examination (SIE). Whitney is registered to provide investment advice in 26 states.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
09/04/2013 - 04/14/2015
MORGAN STANLEY (TROY MI)
MI
03/22/2011 - 09/26/2013
MML INVESTORS SERVICES, LLC (FARMINGTON HILLS MI)
MI
08/06/2009 - 10/05/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
MI
09/22/2008 - 11/07/2008
METLIFE SECURITIES INC. (TROY MI)
MO
05/30/2008 - 08/11/2008
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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