Unclaimed
Robert Puzant Sarkissian is a financial advisor registered with MML Investors Services, LLC. Robert has been in the financial industry since 2001. Robert holds the Series 7, Series 63, and SIE licenses. Robert has previously worked with Park Avenue Securities LLC, Signator Investors, Inc., MML Investors Services, Inc., Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and InterFirst Capital Corporation. Robert is a Certified Financial Planner. Robert works with individual investors, high net worth individuals, pension and profit sharing plans, corporations or other businesses, charitable organizations, insurance companies, trusts, foundations, and endowments.
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
CA
02/16/2017 - Present
MML Investors Services, LLC (BEVERLY HILLS CA)
CA
03/06/2012 - 11/28/2016
PARK AVENUE SECURITIES LLC (LOS ANGELES CA)
CA
04/15/2010 - 02/22/2012
SIGNATOR INVESTORS, INC. (ANAHEIM CA)
CA
07/19/2006 - 03/02/2010
MML INVESTORS SERVICES, INC. (WOODLAND HILLS CA)
CA
05/16/2001 - 07/17/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
WI
05/16/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
08/18/2000 - 10/24/2000
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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