Abby RobertsonCRD Number: 6260059
Current Firm: Fifth Third Securities, Inc.
Abby Robertson (CRD# 6260059) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Columbus, OH and has over 3 years of experience in the finance industry. Abby Robertson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Fifth Third Securities||Columbus, OH||Nov 2014 - Current||2|
|J.p. Morgan Securities LLC||Columbus, OH||Oct 2013 - Oct 2014||1|
|Jpmorgan Chase Bank Na||Columbus, OH||Oct 2013 - Oct 2014||1|
|Northern Trust||Chicago, IL||Aug 2012 - Sep 2013||1|
|Northern Trust||Chicago, IL||Aug 2011 - Aug 2012||1|
|Northern Trust||Chicago, IL||Aug 2010 - Aug 2011||1|
|Private Family||Westerville, OH||May 2010 - Aug 2010||< 1|
|Miami University - Management And Information Systems Department||Oxford, OH||Aug 2008 - May 2010||1|
|Miami University||Oxford, OH||Aug 2006 - May 2010||3|
|Northern Trust||Chicago, IL||Jun 2009 - Aug 2009||< 1|
|Miami University Admissions Department||Oxford, OH||Mar 2008 - May 2009||1|
|Extended Travel||Florence,||Jun 2008 - Aug 2008||< 1|
|J Crew||Columbus, OH||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Jan 2014|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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