Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Emmett Brady is a financial professional with over 15 years of experience in the industry. Robert is currently registered with MML Investors Services, LLC and is located in Allentown, Pennsylvania. Prior to this role, Robert was employed with MSI FINANCIAL SERVICES, INC. Robert has passed the Series 63, Series 53, Series 24, Series 52TO, SIE, and Series 7 exams. Robert provides financial planning, pension consulting, educational seminars, and asset allocation programs.
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 (ALLENTOWN PA)
PA
01/24/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
BC
Issued 12/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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