Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Butler Furman is a financial advisor with over 40 years of experience in the financial services industry. He is registered to offer investment advice in Texas and is currently employed by MML Investors Services, LLC. Furman has worked at several prominent financial institutions, including Charles Schwab & Co., Inc., New England Securities, MSI Financial Services, Inc., and Eppler, Guerin & Turner, Inc. Robert Furman holds a variety of licenses, including Series 7, 9, 10, 24, 63, and 65. Furman's areas of expertise include financial planning, portfolio management, asset allocation, and pension consulting. He provides services to a wide range of clients, including individuals, corporations, trusts, and charitable organizations.
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
TX
03/25/2017 - Present
MML Investors Services, LLC (KATY TX)
TX
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
09/15/2004 - 01/02/2015
NEW ENGLAND SECURITIES (HOUSTON TX)
TX
04/24/1997 - 04/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
02/16/1995 - 04/22/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
MI
09/09/1991 - 02/26/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
TX
09/19/1985 - 09/11/1991
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
NA
06/04/1984 - 08/29/1985
COWEN & CO.
NA
05/28/1980 - 06/19/1984
PAINEWEBBER INCORPORATED
NA
11/21/1975 - 09/30/1979
EPPLER, GUERIN & TURNER, INC.
IA
Issued 09/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1977
PC - AMEX Put and Call Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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