Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shangraw is a financial advisor with MML Investors Services, LLC. Robert has been in the financial services industry since 2008 and is registered with FINRA. He has a Series 6, 7 and 63 licenses and holds the Chartered Financial Consultant designation. Robert has experience in providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and institutions. Robert also provides asset allocation programs, and educational seminars to clients.
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
PA
02/01/2018 - Present
MML Investors Services, LLC (BALA CYNWYD PA)
PA
02/18/2008 - 12/22/2017
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
IA
Issued 06/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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