Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert M Gaines is a financial professional with over 14 years of experience in the financial services industry. Robert is registered with Equitable Advisors, LLC. Robert has been with Equitable Advisors, LLC since 2016 and has experience in a variety of financial areas including portfolio management for individuals and businesses, financial planning, and pension consulting. Robert's past experience includes positions with Metlife Securities Inc., MSI Financial Services, Inc., and Mutual of Omaha Investor Services, Inc..
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.
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.
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2
PA
07/22/2016 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
07/06/2016 - 07/25/2016
MSI FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
PA
01/11/2016 - 07/01/2016
METLIFE SECURITIES, INC (PHILADELPHIA PA)
PA
02/15/2011 - 01/25/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BLUE BELL PA)
NJ
07/22/2008 - 01/05/2011
SECURIAN FINANCIAL SERVICES, INC. (MT LAUREL NJ)
IA
Issued 02/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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