Unclaimed
Robert Means is a financial advisor with MML Investors Services, LLC. Robert is active in the financial services industry and is registered with the state of Pennsylvania. Robert has been registered with the Securities and Exchange Commission (SEC) for over 30 years. He has held a variety of positions in the industry, including a role at Mutual Benefit Financial Service Company. Robert has a variety of licenses and registrations, including Series 6, Series 7, Series 22, and Series 63.
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
PA
06/18/2010 - Present
MML Investors Services, LLC (STATE COLLEGE PA)
NA
06/21/1983 - 07/29/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 06/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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