Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britt? Claim Your ProfileBritt Szostak is a financial professional with over 27 years of experience in the industry. Britt is a Certified Financial Planner and holds Series 6, 7, and 63 securities licenses, along with the SIE. Britt is registered with MML Investors Services, LLC in Connecticut, New York, and Texas and is also a registered Investment Advisor in Connecticut, New York, and Texas. Britt provides a variety of financial services, including financial planning, asset allocation programs, pension consulting, educational seminars, and selection of other advisors. Britt primarily serves individuals, businesses, corporations, insurance companies, charitable organizations, trusts, foundations, and endowments.
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
CT
07/20/2023 - Present
MML Investors Services, LLC (WESTPORT CT)
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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