Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Williams is a financial professional with over 38 years of experience in the financial services industry. Robert is currently registered with MML Investors Services, LLC in Salisbury, NC. Robert has a wide range of experience in the industry, having worked with several firms, including Metropolitan Life Insurance Company and MSI Financial Services, Inc. Robert is a licensed agent with several state and product licenses including Series 65, Series 63, Series 7, and SIE. Robert also holds various specializations and can provide financial planning, pension consulting, and portfolio management for businesses and individuals.
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
NC
03/25/2017 - Present
MML Investors Services, LLC (Salisbury NC)
NC
04/25/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WINSTON-SALEM NC)
NC
04/25/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SALISBURY NC)
NY
06/26/1990 - 11/22/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/05/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
10/20/1980 - 05/18/1990
EQUICO SECURITIES, INC.
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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