Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Peter Bourque is an investment advisor representative with MML Investors Services, LLC. Robert has been in the financial services industry since November 1998 and holds licenses in 14 states. Robert has worked with a number of firms over the years, including The Benchmark Company, LLC, Elevation, LLC, and Salomon Smith Barney Inc. Robert specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and asset allocation programs. Robert is also licensed to provide insurance products.
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
MA
06/18/2021 - Present
MML Investors Services, LLC (Boston MA)
MA
03/19/2015 - 02/25/2016
THE BENCHMARK COMPANY, LLC (BOSTON MA)
NC
02/03/2015 - 03/23/2015
ELEVATION, LLC (CHARLOTTE NC)
MA
10/07/2014 - 01/15/2015
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
01/16/2003 - 09/28/2012
THE BENCHMARK COMPANY, LLC (BOSTON MA)
NY
08/01/2000 - 09/27/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
02/01/1999 - 05/05/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
10/06/1998 - 01/28/1999
RBC DOMINION SECURITIES CORPORATION (NEW YORK NY)
NY
04/24/1998 - 05/07/1998
SCOTIA CAPITAL MARKETS (USA) INC. (NEW YORK NY)
NY
11/05/1997 - 12/22/1997
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
05/19/1997 - 10/31/1997
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
11/21/1996 - 05/09/1997
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
IA
Issued 12/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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