Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Crockett is a financial professional with over 35 years of experience in the industry. Robert is registered with MML Investors Services, LLC, a firm with offices in both Springfield, Massachusetts and Williamsport, Pennsylvania. The firm is known for their comprehensive range of financial services, including investment advising, financial planning and pension consulting. Robert has earned multiple licenses in the financial industry, including Series 6, 22, 62, and 63, along with the SIE exam. Robert has held a variety of roles with different organizations, including G. R. Phelps & Co., Inc., Massmutual, and Crockett Financial Services. In addition to his role with MML Investors Services, LLC, Robert also owns College Financial Aid Planning, which assists with FAFSA forms. Robert is also a trustee for the Lycoming Economic Development Foundation. Robert is a Chartered Financial Consultant and is committed to providing individualized financial solutions for his clients.
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
08/08/2023 - Present
MML Investors Services, LLC (WILLIAMSPORT PA)
NA
04/03/1987 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/26/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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