Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Fitzmaurice has been an active advisor in the financial industry since December 9, 1987. He has served as a registered representative for MML Investors Services, LLC since November 8, 2010, and is currently registered as an Investment Adviser Representative in Pennsylvania. Robert W. Fitzmaurice has also been registered with New England Securities Corporation and Southmark Financial Services, Inc. He has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. Robert W. Fitzmaurice holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He is also a Certified Financial Planner.
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
11/08/2010 - Present
MML Investors Services, LLC (BALA CYNWYD PA)
NA
01/10/1989 - 05/16/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
11/06/1987 - 01/09/1989
NEW ENGLAND SECURITIES CORPORATION
IA
Issued 12/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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