Unclaimed
Robert Blauer is an investment advisor representative with MML Investors Services, LLC. Robert is also licensed to provide investment advice in Texas, Arizona, California, Georgia, Nevada, Michigan and New York. He also owns and operates Blauer Financial Inc., a company that provides insurance and financial services. Robert has been working in the financial industry since December 2009. He holds a Series 66, SIE and Series 7 licenses and has been registered with the Securities and Exchange Commission (SEC) since November 2014. Robert specializes in providing financial planning services, portfolio management, and asset allocation programs to individuals and businesses.
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
CA
02/01/2024 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
CA
12/17/2009 - 11/13/2014
SIGNATOR INVESTORS, INC. (IRVINE CA)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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