Unclaimed
Robert Elrod is an investment advisor representative with MML Investors Services, LLC. Robert has been in the securities industry since 1997. He has a Series 6 and Series 63 license. Robert is registered to offer securities in Florida, Georgia, Indiana, Kentucky, and Ohio. He provides financial planning 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
OH
03/25/2017 - Present
MML Investors Services, LLC (WEST CHESTER OH)
OH
11/07/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
11/07/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CINCINNATI OH)
BC
Issued 03/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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