Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Lewis is an Investment Advisor Representative at MML Investors Services, LLC. Robert is a Registered Representative and has been in the industry for over 3 years. Robert has Series 63, 65, 26 and SIE licenses and is registered in multiple states. In addition, Robert has been registered with PFS INVESTMENTS INC. Robert has expertise in financial planning, educational seminars, asset allocation programs, pension consulting and selection of other advisers.
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
GA
05/24/2024 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
09/16/2021 - 05/22/2024
PFS INVESTMENTS INC. (VILLA RICA GA)
IA
Issued 06/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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