Unclaimed
Robert Louis Pickett is a financial advisor with MML Investors Services, LLC. Robert has been working in the financial industry since 2015. Robert is registered to provide investment advice in Maryland, North Carolina, Virginia, and West Virginia. Robert has passed both the Series 6 and Series 63 exams, along with the SIE and Series 65 exams. Robert previously worked with SAGEPOINT FINANCIAL, INC., in Virginia Beach, Virginia.
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
VA
10/11/2016 - Present
MML Investors Services, LLC (VIRGINIA BEACH VA)
VA
01/19/2015 - 01/12/2016
SAGEPOINT FINANCIAL, INC. (VIRGINIA BEACH VA)
IA
Issued 09/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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