Unclaimed
Anastasia Surmava is a financial advisor at MML Investors Services, LLC. Anastasia has been in the industry for 10 years and is registered in 14 states. She is licensed to offer a variety of services, including financial planning, investment advice, and asset allocation. Anastasia specializes in working with high net worth individuals and businesses. She also offers other advisory services including educational seminars, selection of other advisors, and portfolio management for businesses.
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
VT
01/26/2022 - Present
MML Investors Services, LLC (Burlington VT)
BOTH
Issued 01/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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