Unclaimed
Alec Stevens is a financial advisor registered with MML Investors Services, LLC. Alec Stevens is registered to provide investment advisory services in a number of states including Maine, Massachusetts, Alaska, Florida and Georgia. Alec Stevens has a substantial amount of experience in the financial services industry, starting their career in 1984 with First Investors Corporation. They have previously worked with New England Securities and MSI FINANCIAL SERVICES, INC.. Alec Stevens is also a registered principal and holds several professional designations. In addition to his work at MML Investors Services, LLC, Alec Stevens may also offer financial services through other businesses or as a registered representative for other broker-dealers.
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
ME
03/25/2017 - Present
MML Investors Services, LLC (Falmouth ME)
ME
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FALMOUTH ME)
ME
04/18/2002 - 01/02/2015
NEW ENGLAND SECURITIES (FALMOUTH ME)
MA
07/16/1987 - 04/18/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
02/21/1984 - 07/18/1987
FIRST INVESTORS CORPORATION
BC
Issued 04/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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