Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Kershner is a financial advisor with MML Investors Services, LLC, a registered investment advisor located in Springfield, MA. Robert has been in the financial services industry since 1983. Robert has experience in various investment areas, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Robert is licensed to provide investment advice in Colorado, Florida, Georgia, Kentucky, North Carolina, South Carolina, and Virginia. Robert is also a licensed insurance agent in Florida.
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
FL
03/25/2017 - Present
MML Investors Services, LLC (ST. AUGUSTINE FL)
FL
04/25/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
FL
04/25/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (JACKSONVILLE FL)
MA
02/16/2001 - 05/01/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
10/09/2000 - 03/08/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
OH
07/17/1983 - 08/25/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 12/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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