Mml Investors Services, LLC
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About this Advisor
Robert Pesakoff is a certified financial planner working out of Charlotte, North Carolina, who has 19 years of experience as a financial advisor. Pesakoff is on the advisory team at Mml Investors Services, LLC. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, Massmutual Life Insurance Co, Mercap Securities, LLC, Ash Brokerage and Mml Investors Services, LLC. Pesakoff maintains a Series 63 license, certifying them as a securities agent, and can advise clients in North Carolina. Mml Investors Services, LLC is an advisory firm operating in Charlotte, North Carolina. It has offices in 1,335 locations and a total of 8,095 employees. It has $29 billion in assets under management among its 238,365 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 512 charities and foundations. Mml Investors Services, LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely are based on which services the firm provides the client. Fees billed by Mml Investors Services, LLC can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Pesakoff Work History
Robert has 19 years of experience.
Mml Investors Services, LLC
Mercap Securities, LLC
Transamerica Financial Advisors, Inc
Massmutual Life Insurance Co
Robert Pesakoff has no disclosures.
Please visit their SEC profile for more details.