Robert A Meertins

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 04/2023
  Nylife Securities Llc
  Glendale, CA
• 05/2018 → 04/2023
  New York Life Insurance Co.
  Glendale, CA
• 02/2017 → 04/2018
  Unemployed
  Glendale, CA
• 08/2008 → 02/2017
  Williams Tea Lag
  Los Angeles, CA
• 02/2023 → Present
  Massmutual Life Insurance Company
  Newport Beach, CA
• 04/2023 → Present
  Mml Investors Services, Llc
  Newport Beach, CA

Other Businesses

NAME: ROBERT MEERTINS INV REL: Y ADD: 4695 MACARTHUR CR, SUITE 1000 NEWPORT BEACH CA 92660 NATURE: LIFE, DI, LTC, FIXED ANNUITIES AND HEALTH INSURANCE POSITION: AGENT START DATE: 3/14/2023 NO HRS/MO: 1 HO HRS/MO DUR TRADING: 1 DUTIES: SELLING LIFE AND HEALTH INSURANCE BASED ON CLIENT NEEDS AND DESIRES OF BOTH INDIVIDUAL LIFE/HEALTH AND GROUP LIFE/HEALTH

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27
• S63 Uniform Securities Agent State Law Examination
  2020-02-24

Other Names

• Robert Meertins
• Robert Andre Meertins