Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davidge is a financial advisor at MML Investors Services, LLC. Robert has been in the financial industry since May 2007. Robert holds licenses including Series 6, Series 7, and Series 63. Robert's current employment with MML Investors Services, LLC started in March 2017. Prior to this, Robert was employed at MSI Financial Services, Inc. and New England Securities. In addition to being a registered financial advisor, Robert is an insurance agent. Robert specializes in financial planning, portfolio management, and pension consulting.
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
OH
03/25/2017 - Present
MML Investors Services, LLC (DUBLIN OH)
OH
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
05/02/2007 - 01/02/2015
NEW ENGLAND SECURITIES (DUBLIN OH)
BC
Issued 05/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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