Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dean Bruechert is an active Investment Adviser Representative with MML Investors Services, LLC. Robert has been in the financial industry since 1982. Robert is licensed in California, Colorado, and Texas. Robert has the Series 6, Series 22, Series 63, and Series 65 licenses. Robert has been a licensed agent with Massachusetts Mutual Life Insurance Company since 1986 and is also the owner of Bruechert Ins Agency Inc. Robert specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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
CA
11/09/1998 - Present
MML Investors Services, LLC (Brea CA)
NA
07/22/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 10/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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