Unclaimed
Robert Francis Devine is a financial professional with over 16 years of experience in the financial services industry. Robert is a registered representative of MML Investors Services, LLC and is also a registered investment advisor. Robert holds a Series 6, 7, 63 and 65 licenses. Robert is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, and businesses. Robert is committed to helping clients 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
FL
01/24/2018 - Present
MML Investors Services, LLC (JACKSONVILLE FL)
FL
06/26/2003 - 10/02/2009
EQUITY SERVICES, INC. (JACKSONVILLE FL)
IA
Issued 12/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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