Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allan Blundon is a financial advisor with over 17 years of experience in the financial services industry. Robert is currently registered with MML Investors Services, LLC and has been associated with the firm since April 2020. Prior to joining MML Investors Services, LLC, Robert was associated with Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, NYLIFE Securities LLC, MetLife Securities Inc., Northwestern Mutual Investment Services, LLC, and New England Securities. Robert has held positions at various firms throughout his career. Robert holds Series 6, 7, 63, and 66 licenses and the SIE exam. Robert specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Robert's clients include high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, trusts, foundations and endowments, insurance companies, and banking or thrift institutions.
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
NJ
05/08/2020 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
07/23/2018 - 04/08/2020
JANNEY MONTGOMERY SCOTT LLC (EDISON NJ)
NJ
06/27/2011 - 07/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
NJ
06/07/2010 - 05/27/2011
NYLIFE SECURITIES LLC (EDISON NJ)
NY
08/05/2008 - 05/19/2010
METLIFE SECURITIES INC. (STATEN ISLAND NY)
NJ
02/14/2007 - 07/11/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SUMMIT NJ)
NJ
05/04/2005 - 02/08/2007
NEW ENGLAND SECURITIES (SOMERVILLE NJ)
NY
08/25/2004 - 05/23/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
10/20/1988 - 06/03/1989
FIRST INVESTORS CORPORATION
BOTH
Issued 09/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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