Unclaimed
Robert Buckley is a financial advisor registered with MML Investors Services, LLC in Memphis, TN. Robert is licensed to provide investment advice and brokerage services in 16 states. Robert has been in the financial services industry for over 14 years. In addition to working as an investment advisor, Robert also works as an independent insurance agent. Robert holds the Series 6, 7, 63, and 65 licenses.
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
TN
05/05/2017 - Present
MML Investors Services, LLC (MEMPHIS TN)
TN
09/29/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Memphis TN)
IA
Issued 08/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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