Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mette is a financial advisor with LPL Financial LLC. Robert has been in the financial services industry for over 15 years. He holds the Series 7TO, Series 6, Series 63 and Series 65 licenses. Robert has experience working with individuals, families, businesses, and retirement plans. He is committed to providing his clients with personalized financial advice to help them achieve their financial goals. Robert has experience with a variety of investment products and services, including stocks, bonds, mutual funds, and variable annuities.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/18/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
MI
02/07/2014 - 10/26/2023
MML INVESTORS SERVICES, LLC (Imlay City MI)
MI
11/03/2008 - 01/27/2014
NEW ENGLAND SECURITIES (MACOMB MI)
IA
Issued 04/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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