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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tyler Fee is a financial advisor with M Holdings Securities, Inc. based in Knoxville, TN. Robert Tyler Fee's primary focus is providing financial planning and portfolio management services for individuals, high net worth individuals, and businesses. Robert Tyler Fee is a registered investment advisor in Tennessee and Virginia. Robert Tyler Fee is also a registered representative in Florida, Kentucky, Missouri, South Carolina, Tennessee, and Virginia. Robert Tyler Fee has been in the financial services industry since 2018. Prior to joining M Holdings Securities, Inc., Robert Tyler Fee was with MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Robert Tyler Fee holds 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.
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.
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2
TN
05/16/2024 - Present
M Holdings Securities, Inc. (KNOXVILLE TN)
TN
04/18/2018 - 11/12/2019
MML INVESTORS SERVICES, LLC (Knoxville TN)
TN
03/07/2018 - 04/10/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNOXVILLE TN)
IA
Issued 10/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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