Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Roberts is a financial advisor with over 25 years of experience in the industry. Tony is currently registered with MML Investors Services, LLC, and has previously worked with MSI Financial Services, Inc., Investors Capital Corp., Ladenburg Capital Management Inc. and Duke & Co., Inc.. Tony is licensed to offer securities and investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Maryland, New Jersey, New York, South Carolina, Tennessee and Texas. Tony is a Series 7 and Series 63 licensed professional. Tony is a wealth management professional. Tony offers asset allocation programs, financial planning, pension consulting, educational seminars, portfolio management for businesses and portfolio management for individuals.
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
NY
01/19/2022 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
12/17/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
MA
08/29/2002 - 11/04/2010
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
06/18/1997 - 08/29/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
06/10/1996 - 06/20/1997
DUKE & CO., INC. (NEW YORK NY)
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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