Unclaimed
Robert Kaltman Descherer is a financial advisor with MML Investors Services, LLC. Robert has been in the securities industry since May 1996, and has been registered with the state of New Jersey since March 2017. Robert has experience working with individuals, corporations, pension and profit-sharing plans, trusts and foundations, insurance companies, charitable organizations, banking or thrift institutions and other investment advisors. Robert is registered to offer a variety of financial products and services, including financial planning, portfolio management, and insurance products. Robert is also registered to offer investment advisory services in Texas.
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
NJ
03/06/2019 - Present
MML Investors Services, LLC (Fairfield NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Fairfield NJ)
NJ
07/06/2006 - 01/02/2015
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
PA
01/14/2002 - 06/20/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
01/10/2001 - 01/18/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
05/08/1996 - 02/01/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/08/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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