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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert MacWhinnie is an advisor at MML Investors Services, LLC, a firm with over 7000 registered representatives and a combined total of over 72 billion dollars in assets under management. Robert has been a registered representative since 1982 and has held licenses in multiple states. Robert is a Chartered Financial Consultant. Robert has a wide range of experience in the financial services industry, including providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
PA
08/25/2022 - Present
MML Investors Services, LLC (PITTSBURGH PA)
IN
11/30/2001 - 10/25/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/30/2001 - 10/25/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
05/20/1982 - 12/11/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
01/07/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 05/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/28/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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