Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avi? Claim Your ProfileAvi Ashkenazy is a financial professional registered with MML Investors Services, LLC. Avi has been in the industry since 2009. Avi is registered with the Securities and Exchange Commission (SEC) and is licensed to offer securities and investment advisory services in multiple states. Avi holds the Series 6, Series 7TO, and Series 63 licenses. Avi has been with MML Investors Services, LLC since 2008. Avi has a focus on portfolio management for businesses and individuals, financial planning, and educational seminars.
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
NY
08/10/2022 - Present
MML Investors Services, LLC (New York NY)
BC
Issued 12/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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