Unclaimed
Alan Curtis Turner is a registered representative with MML Investors Services, LLC. Alan has been in the financial services industry since 1993. Alan is licensed to sell securities in Georgia, Michigan, Minnesota, North Carolina, Texas and Virginia. Alan has a Series 6 license for Investment Company Products/Variable Contracts Representative, as well as a Series 63 license for the Uniform Securities Agent State Law Examination. Alan holds a SIE license as well. Alan has been with MML Investors Services, LLC since 2017. Prior to that, Alan worked for MSI Financial Services, INC. and Metropolitan Life Insurance Company. Alan specializes in asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisers. Alan also specializes in portfolio management for businesses and individuals. Alan’s previous clients included trusts, foundations, insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
MI
03/25/2017 - Present
MML Investors Services, LLC (Southfield MI)
MI
02/25/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DETROIT MI)
MI
02/25/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DETROIT MI)
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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