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Zeina Aulga Robinson is a financial advisor with over 20 years of experience in the industry. Zeina is currently registered with Ameriprise Financial Services, LLC and has offices in Orlando, Florida and Troy, Michigan. Zeina also has a previous registration with IDS LIFE INSURANCE COMPANY. Zeina specializes in providing financial planning, asset allocation services, pension consulting, and portfolio management for both individuals and businesses. Zeina holds Series 63, 66, and 7 licenses and the SIE exam.
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.
Asset allocation services
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
FL
07/11/2022 - Present
Ameriprise Financial Services, LLC (Orlando FL)
MN
01/02/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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