Unclaimed
Robert Muri is a financial advisor with over 27 years of experience in the financial services industry. Robert currently holds a Series 6, 7, and 63 license. Robert is a registered representative and investment advisor representative of MML Investors Services, LLC. Robert is registered to offer securities and investment advisory services in several states including Florida, Maryland, New Jersey, and Pennsylvania. Prior to joining MML Investors Services, LLC, Robert worked at MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Robert offers a wide range of financial services including financial planning, portfolio management, pension consulting, and educational seminars.
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
03/25/2017 - Present
MML Investors Services, LLC (Altoona PA)
PA
08/30/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (JOHNSTOWN PA)
NY
08/30/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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