Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lovely is a financial professional with over 20 years of experience in the industry. Robin has a wide range of experience, having worked with several firms including Royal Alliance Associates, Inc. and Citigroup Global Markets Inc. Currently, Robin is a registered representative with MML Investors Services, LLC, a firm with over 7,000 licensed agents and 7,000 investment advisor representatives. Robin is registered to provide financial advice in several states across the United States and holds various licenses and certifications including Series 63, Series 65, Series 7 and SIE. Robin specializes in offering financial planning, pension consulting, and educational seminars. Robin is dedicated 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
MA
03/25/2017 - Present
MML Investors Services, LLC (MARSHFIELD MA)
MA
03/20/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARSHFIELD MA)
RI
01/12/2007 - 04/09/2015
ROYAL ALLIANCE ASSOCIATES, INC. (PROVIDENCE RI)
RI
03/06/1998 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
IA
Issued 03/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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