Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davis has been a registered representative for over 23 years. Robert is currently registered with MML Investors Services, LLC and has a combined total of 53 state registrations. Robert is also licensed as an insurance agent. In addition to these credentials, Robert has Series 7, 6, 66, 24, 4 and 53 licenses. Robert was formerly registered with 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
MD
01/19/2022 - Present
MML Investors Services, LLC (HUNT VALLEY MD)
MD
09/23/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
MD
09/23/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2011
Series 4 - Registered Options Principal Examination
BC
Issued 09/19/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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