Robin Helms Email & Phone Number
Fixed Income Specialist @ Vanguard
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Robin Helms Location
- Charlotte, NC, US
Robin Helms Work
- Fixed Income Specialist @ (May 2022 - Present)
- Sr Advanced Retirement Specialist @ (January 2020 - April 2022)
- Flagship Assigned Representative @ (August 2015 - December 2019)
- Client Service Specialist @ (April 2013 - July 2015)
- Senior Registered Client Associate @ (March 2009 - April 2013)
- Service Center Manager @ (January 2005 - January 2009)
- Client Service Associate @ (June 2003 - January 2005)
- NASDAQ Trader @ (September 1979 - June 2002)
Robin Helms Education
- WV Business College
diploma (Acctg, Admin Asst)
Robin Helms Skills
- Uniform Combined State Law
- FINRA
- Estate Planning
- Series 63
- Investment Strategies
- Strategic Financial Planning
- Securities
- Investments
- Asset Management
- Fixed Annuities
- Fixed Income
- Asset Allocation
- Investment Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
Robin Helms Summary
- Robin Helms, based in Charlotte, NC, US, is currently a Fixed Income Specialist at Vanguard. Robin Helms brings experience from previous roles at Vanguard and RBC Wealth Managment. Robin Helms holds a diploma in Acctg, Admin Asst @ WV Business College. With a robust skill set that includes Uniform Combined State Law, FINRA, Estate Planning, Series 63, Investment Strategies and more. Robin Helms has 2 emails and 1 mobile phone numbers on RocketReach.
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