Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Byron Trudo is a financial advisor who has been in the industry for over 27 years. Robert is currently registered with Valic Financial Advisors, Inc. in New Hampshire and has also been previously registered with MML Investors Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Security First Financial, Inc. Robert has passed several industry exams, including the Series 6, Series 63, Series 65, and SIE. Robert is registered in the following states: Arizona, California, Connecticut, Florida, Maine, Massachusetts, Minnesota, New Hampshire, and Rhode Island. He is also registered with FINRA. Robert can provide a wide variety of financial services, including financial planning, portfolio management for individuals, selection of other advisors, and wrap accounts.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
NH
09/03/2013 - Present
Valic Financial Advisors, Inc. (NASHUA NH)
MA
01/25/2010 - 02/21/2013
MML INVESTORS SERVICES, LLC (WESTWOOD MA)
MA
01/22/1999 - 12/22/2009
METLIFE SECURITIES INC. (WESTBORO MA)
MA
01/22/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
CA
11/20/1996 - 02/08/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 08/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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