Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edmund Matricardi, Jr. is a financial advisor with MML Investors Services, LLC based in Charlotte, North Carolina. Robert has been in the financial services industry since 1998. He is a Certified Financial Planner and Chartered Financial Consultant. Robert's experience includes working with clients of all types, including individuals, families, trusts, businesses, and institutions. He is also experienced in providing financial planning, investment management, and retirement planning services. In addition to his work as a financial advisor, Robert is also the owner of a private chef business. Robert is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NC
11/01/2023 - Present
MML Investors Services, LLC (CHARLOTTE NC)
SC
04/06/2022 - 11/08/2023
LPL FINANCIAL LLC (FORT MILL SC)
NC
04/16/2015 - 03/10/2022
EQUITABLE ADVISORS, LLC (CORNELIUS NC)
NY
05/13/2013 - 05/30/2014
NYLIFE SECURITIES LLC (NEW YORK NY)
CO
09/19/2006 - 12/17/2012
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
08/11/1998 - 08/31/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
NY
12/23/1994 - 01/24/1995
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NA
11/07/1994 - 12/23/1994
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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