Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Howard Levy is a registered representative with MML Investors Services, LLC. Levy has been in the industry since April 1985. Levy has passed the Series 63, Series 7 and the SIE examinations. Levy has been registered in 19 states, and has been affiliated with two firms. Levy specializes in asset allocation, financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals. In addition to being an investment adviser, Levy also sells life, health, and fixed index annuity insurance.
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
TN
06/19/2013 - Present
MML Investors Services, LLC (BRENTWOOD TN)
TN
09/11/1992 - 10/09/1997
TAYLOR SECURITIES, INC. (BRENTWOOD TN)
OH
04/12/1985 - 08/25/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 04/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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