Unclaimed
Robert Hennessy is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with MML Investors Services, LLC and has been with the firm since November 2012. Robert holds Series 6, 7, and 63 licenses as well as the SIE exam. Robert is also a Certified Financial Planner. Robert has experience with insurance, financial planning, pension consulting, educational seminars and asset allocation programs. Robert's previous employment included New England Securities and Travelers Equities Sales, 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.
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
12/17/2012 - Present
MML Investors Services, LLC (HORSHAM PA)
PA
04/07/1989 - 11/20/2012
NEW ENGLAND SECURITIES (FORT WASHINGTON PA)
CA
09/07/1983 - 04/19/1989
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 10/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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