Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Affolter is a financial advisor with MML Investors Services, LLC. He has been in the industry since 2004 and holds the Series 6, Series 26, and Series 63 securities licenses. Brent is registered in several states and offers financial planning, portfolio management, and asset allocation programs. He is also a licensed insurance agent and provides referrals to a P&C firm.
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
OH
03/12/2019 - Present
MML Investors Services, LLC (MEDINA OH)
OH
11/13/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BROADVIEW HEIGHTS OH)
OH
08/24/2004 - 11/07/2014
W&S BROKERAGE SERVICES, INC. (ELYRIA OH)
BC
Issued 09/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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