Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lloyd MacNider is a financial advisor registered with MML Investors Services, LLC. Robert has been in the financial services industry since August 6, 2000. Robert's previous experience includes working with Woodbury Financial Services, Inc., OneAmerica Securities, Inc., MML Investors Services, LLC, AXA Advisors, LLC, and MONY Securities Corporation. Robert holds Series 6, 63, and 65 licenses as well as the SIE designation. Robert has been registered with MML Investors Services, LLC in California and Texas, with the firm's San Juan Capistrano office since 2021. Robert's areas of specialization include: portfolio management for individuals and businesses, financial planning, pension consulting and asset allocation programs.
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
CA
05/27/2021 - Present
MML Investors Services, LLC (San Juan Capistrano CA)
CA
05/11/2015 - 02/15/2021
WOODBURY FINANCIAL SERVICES, INC. (SAN JUAN CAPISTRANO CA)
CA
11/14/2012 - 05/15/2015
ONEAMERICA SECURITIES, INC. (NEWPORT BEACH CA)
CA
02/21/2007 - 12/07/2012
MML INVESTORS SERVICES, LLC (SAN CLEMENTE CA)
CA
06/01/2005 - 02/20/2007
AXA ADVISORS, LLC (NEWPORT BEACH CA)
NY
08/07/2000 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 05/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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