Unclaimed
Brian Luce is a financial advisor with MML Investors Services, LLC in BEDFORD, NH. Brian is registered with the state of NH and has been in the industry since 2008. Brian holds licenses for Series 6, Series 63, Series 7TO and SIE. Brian has also passed the Uniform Investment Adviser Law Examination. Brian Luce has been a financial advisor with MML Investors Services, LLC since 2013. Brian specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Brian also offers 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
NH
01/05/2015 - Present
MML Investors Services, LLC (BEDFORD NH)
NH
06/09/2010 - 08/07/2013
PROEQUITIES, INC. (CONCORD NH)
NH
10/27/2008 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CONCORD NH)
IA
Issued 11/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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