Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bolotin is a financial advisor at MML Investors Services, LLC, with over 29 years of experience in the industry. He is licensed to provide investment advice in 34 states and has a broad range of experience in various financial areas. Alan is committed to helping individuals, families, and businesses achieve their financial goals. His services include financial planning, asset allocation programs, portfolio management, and retirement planning.
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
01/03/2018 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MA
06/27/2001 - 01/02/2015
NEW ENGLAND SECURITIES (WAKEFIELD MA)
VT
01/06/2000 - 07/25/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
09/13/1993 - 01/05/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 12/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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