Unclaimed
Bret Buterbaugh is a financial professional with over 30 years of experience in the industry. Bret has a Series 6, 62, and 63 license and is a Certified Financial Planner. Bret currently works with MML Investors Services, LLC and is licensed in 37 states and two provinces in Canada. Bret provides a variety of financial services, including financial planning, asset allocation programs, pension consulting, portfolio management for individuals, and portfolio management for businesses. Bret is also a licensed real estate investor and owner.
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
PA
05/08/2013 - Present
MML Investors Services, LLC (STATE COLLEGE PA)
NA
05/26/1988 - 08/26/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 04/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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