Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Woolman is a financial advisor with MML Investors Services, LLC. Brian has been in the industry since 2010 and is registered in 19 states. Brian holds the Series 66, Series 7 and SIE licenses. Brian specializes in working with individuals, corporations, high-net-worth individuals, pension plans, and other types of clients. Brian's experience and qualifications make him a valuable resource for clients seeking 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
IN
10/24/2014 - Present
MML Investors Services, LLC (Fort Wayne IN)
IN
11/16/2009 - 05/15/2014
SECURIAN FINANCIAL SERVICES, INC. (FORT WAYNE IN)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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