Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Willis Couse is a financial advisor at MML Investors Services, LLC. Robert has been in the financial services industry for 13 years. Robert is registered in California and New York. Robert has Series 6, 7, 24, 26, 63, and 66 licenses. Robert offers a variety of financial services to individuals and businesses. Robert provides investment advice, financial planning, and asset allocation programs. Robert is committed to helping clients achieve their financial goals.
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
CA
10/31/2023 - Present
MML Investors Services, LLC (SAN JOSE CA)
NY
11/13/2012 - 09/15/2023
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
07/11/2008 - 08/06/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
02/12/2008 - 07/10/2008
NYLIFE SECURITIES LLC (RYE NY)
BOTH
Issued 10/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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