Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Priest is a registered investment advisor representative with MML Investors Services, LLC. Robert has been in the industry since 1985 and is currently registered with the state of New York. Robert's previous employers include MSI Financial Services, Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and First Investors Corporation. Robert specializes in asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Robert holds licenses in several states including Connecticut, Florida, New Jersey, New Mexico, New York, and Pennsylvania.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
09/24/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
09/24/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
MN
06/24/1986 - 09/16/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
01/27/1982 - 11/10/1982
FIRST INVESTORS CORPORATION
BC
Issued 08/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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