Unclaimed
Robert Slomovitz is a financial professional with over 35 years of experience in the financial services industry. Robert is currently registered with MML Investors Services, LLC and has previously been registered with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Robert is a Series 6 and Series 63 licensed professional and holds the SIE exam certification. Robert specializes in providing financial advice to individuals, corporations, and institutions. Robert is located in Moosic, Pennsylvania.
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 (MOOSIC PA)
PA
04/06/1989 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOOSIC PA)
PA
04/06/1989 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MOOSIC PA)
MA
08/15/1983 - 02/25/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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