Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee Smith is a registered investment advisor representative with MML Investors Services, LLC. Robert has been working in the financial services industry since February 17, 1993. Robert is licensed in 11 states. Robert is also registered with FINRA and has three product exams including the Series 6, 7, and SIE. Robert's firm, MML Investors Services, LLC, is a Registered Investment Advisor (RIA) with approximately 72 billion dollars in assets under management. Robert and MML Investors Services, LLC, offer portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars and selection of other advisors.
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
FL
01/09/2018 - Present
MML Investors Services, LLC (TAMPA FL)
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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