Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Lembo is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with MML Investors Services, LLC, a firm with over 7,000 registered representatives and advisors, and provides a range of financial services. Robert has a diverse background with past experience at firms such as MSI Financial Services, Inc., New England Securities, Equity Services, Inc. and First Investors Corporation. Robert is also an independent insurance agent and offers a variety of insurance products. Robert is committed to providing personalized financial advice to individuals, families and businesses.
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
MD
03/25/2017 - Present
MML Investors Services, LLC (ROCKVILLE MD)
MD
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
01/05/1998 - 01/02/2015
NEW ENGLAND SECURITIES (ROCKVILLE MD)
VT
11/02/1994 - 11/25/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
05/09/1991 - 06/15/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
08/03/1990 - 12/08/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
04/10/1989 - 06/21/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/16/1985 - 08/01/1988
PHOENIX EQUITY PLANNING CORPORATION
NA
03/27/1985 - 06/28/1985
FIRST INVESTORS CORPORATION
IA
Issued 01/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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