Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert T. Leonardo is an investment professional with over 13 years of experience in the financial services industry. Robert currently works for MML Investors Services, LLC, where Robert has been registered since May 2013. Prior to that, Robert was registered with MetLife Securities Inc. and Northwestern Mutual Investment Services, LLC. Robert is registered in 6 states and holds Series 6, 63, and SIE licenses. Robert's areas of expertise include asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
IL
05/09/2013 - Present
MML Investors Services, LLC (Lisle IL)
IL
07/21/2011 - 11/06/2012
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
10/20/2009 - 07/22/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOMBARD IL)
BC
Issued 03/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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