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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Richard Lubel is a financial advisor with MML Investors Services, LLC. Brian has been in the industry since 2008. Brian specializes in providing financial planning and wealth management services to individuals, families, businesses, and institutions. Brian is a Certified Financial Planner™ and a Chartered Financial Consultant®. Brian is also registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and 63 licenses. Brian is committed to providing his clients with personalized, comprehensive financial advice.
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
FL
06/29/2015 - Present
MML Investors Services, LLC (ORLANDO FL)
FL
05/13/2008 - 09/10/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
BC
Issued 7/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 5/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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