Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sturges is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, Robert was with MSI FINANCIAL SERVICES, INC. Robert holds Series 6, 7, and 63 licenses and the SIE exam. Robert is registered in multiple states and has experience working with individuals, corporations, and other entities. Robert provides a variety of services including financial planning, pension consulting, and portfolio management. Robert is committed to providing his clients with personalized advice and guidance to help them 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
NY
05/22/2017 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
07/11/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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