Unclaimed
Donald Paul Robbins is a registered investment advisor representative with MML Investors Services, LLC. Donald Robbins has been working in the financial industry since 2001 and has a Series 6, Series 7, Series 63 and Series 65 licenses. Donald Robbins has previously worked at NYLIFE Securities LLC and New England Securities. Donald Robbins provides financial planning, portfolio management for individuals, and portfolio management for businesses.
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 programs
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.
Solicitors fees
1
2
NC
02/06/2019 - Present
MML Investors Services, LLC (CHARLOTTE NC)
NC
09/13/2002 - 05/06/2016
NYLIFE SECURITIES LLC (CHARLOTTE NC)
NY
03/27/2001 - 09/03/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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