Unclaimed
Robert Sass has been in the financial services industry since 1992. Currently, Robert works as a Registered Representative for MML Investors Services, LLC. Robert has been with MML Investors Services, LLC since March 25, 2017. Previously, Robert worked for MSI Financial Services, INC. and Metropolitan Life Insurance Company.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NY
08/12/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
08/12/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
BC
Issued 08/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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