Unclaimed
Robert Belvedere is a financial advisor with MML Investors Services, LLC, licensed to operate in New York, Texas, and several other states. Robert has over 30 years of experience in the financial services industry. Robert's professional career started in 1986, he passed his Series 7 in 1986 and Series 63 in 1987. He is a licensed broker and can offer services such as financial planning, portfolio management, pension consulting, and educational seminars to individual clients. Robert has worked with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans and individuals other than high-net-worth in the past.
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
NY
09/15/2023 - Present
MML Investors Services, LLC (GARDEN CITY NY)
NA
11/18/1986 - 12/06/1991
GREEN HILL FINANCIAL SERVICE CORPORATION
BC
Issued 02/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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