Unclaimed
Robert Scanlon is a financial advisor based in Bedford, NH. Robert has been in the financial services industry since 2005 and currently works for MML Investors Services, LLC. Prior to MML Investors Services, Robert was registered with MSI FINANCIAL SERVICES, INC. and New England Securities. Robert is a Series 7, Series 66 and SIE licensed individual.
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
NH
03/25/2017 - Present
MML Investors Services, LLC (BEDFORD NH)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MA
12/13/2007 - 01/02/2015
NEW ENGLAND SECURITIES (WAKEFIELD MA)
MA
08/29/2005 - 12/11/2007
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
BOTH
Issued 09/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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