Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daniel Guevara is a registered representative with M Holdings Securities, Inc. Robert is a licensed professional with over 15 years of experience in the financial industry. He is dedicated to providing personalized financial advice and services to individuals, families, and businesses. Robert has a strong understanding of various financial products and services, including investment management, retirement planning, and insurance. He holds Series 6 and SIE licenses and is registered with the state of New Jersey. Before joining M Holdings Securities, Inc. Robert previously worked with MML Investors Services, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
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
NJ
09/09/2013 - Present
M Holdings Securities, Inc. (Glen Rock NJ)
MA
03/30/2011 - 08/15/2012
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NJ
12/19/2003 - 08/19/2009
METLIFE SECURITIES INC. (SHORT HILLS NJ)
NJ
12/19/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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