Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Samuel Berman is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with MML Investors Services, LLC in Wellesley, MA. Previously, Robert worked for MSI Financial Services, Inc., Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert specializes in financial planning, asset allocation, and portfolio management. Robert is a registered representative and investment advisor.
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
03/25/2017 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
02/13/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
05/14/2009 - 02/12/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
MA
05/14/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
BOTH
Issued 06/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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