Unclaimed
Robert Porack is a financial advisor currently registered with Mml Investors Services, LLC. Robert has been working in the financial industry since 1987, starting his career with Pruco Securities Corporation. Robert has worked with a variety of firms over the years, gaining experience in various financial services, including insurance brokerage. Robert's specialties include asset allocation programs, financial planning, pension consulting and educational seminars.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
09/08/1997 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
NY
12/11/2004 - 02/17/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
06/26/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NJ
07/30/1987 - 08/04/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 6/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/8/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 6/24/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 7/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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