Unclaimed
Robert Cole Martin is an investment advisor representative at MML Investors Services, LLC, licensed in Georgia and Arizona. He is a Series 7, Series 66, and SIE licensed professional. Robert Martin has been in the industry since 2023 and specializes in financial planning, pension consulting, asset allocation programs, selection of other advisors, portfolio management for businesses and individuals, and educational seminars. He is committed to providing clients with the highest level of service and expertise, working with a variety of clients including individuals, businesses, and non-profits.
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
GA
02/07/2024 - Present
MML Investors Services, LLC (Atlanta GA)
BOTH
Issued 12/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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