Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kauffman is a financial advisor based in Iselin, NJ. Robert is licensed to sell securities in New Jersey and North Carolina. Robert is associated with MML Investors Services, LLC, a registered investment advisor. Robert specializes in a variety of financial products and services including asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Robert has been in the industry since 1999 and is committed to providing his clients with the highest level of service and expertise.
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
NJ
06/23/2020 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
05/14/2013 - 07/25/2018
P.J. ROBB VARIABLE CORPORATION (SOMERSET NJ)
NJ
10/10/1997 - 05/14/2013
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
09/29/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SOMERSET NJ)
BC
Issued 10/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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