Unclaimed
Robert Clayton Burns is a financial advisor with over 30 years of experience in the financial services industry. Robert is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Robert has previously been registered with MSI Financial Services, Inc., New England Securities, AXA Advisors, LLC, MONY Securities Corporation, Trusted Securities Advisors Corp., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Robert is also a Certified Financial Planner and a Chartered Financial Consultant.
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
05/12/2022 - Present
MML Investors Services, LLC (EXETER NH)
NH
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EXETER NH)
NH
07/30/2007 - 01/02/2015
NEW ENGLAND SECURITIES (EXETER NH)
NH
06/01/2005 - 08/10/2007
AXA ADVISORS, LLC (SOUTH HAMPTON NH)
NY
05/26/1992 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/13/2000 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MA
07/03/1991 - 05/12/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/03/1991 - 05/12/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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