Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clayton is a financial advisor with MML Investors Services, LLC in Exton, Pennsylvania. He has been in the industry for over 1 year, with experience working at both Equitable Advisors, LLC and Merrill Lynch. Robert is a Series 66, Series 7TO and SIE licensed professional and registered as a Registered Representative in Pennsylvania. He specializes in providing a wide range of services, including asset allocation programs, financial planning, pension consulting, educational seminars and selection of other advisors. His firm offers a variety of investment advisory services for individuals, businesses, and institutions, including investment companies, trusts, and foundations.
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
06/28/2021 - Present
MML Investors Services, LLC (EXTON PA)
BOTH
Issued 06/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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