Unclaimed
Brooks Taylor Pitaniello is a Registered Representative and Investment Advisor Representative associated with MML Investors Services, LLC. Brooks has been active in the financial industry since December 2020 and has held positions with MML Investors Services, LLC and Mass Mutual/ PFG Advisors in Lubbock, Texas. Brooks is licensed to offer securities and advisory services in 11 states: Arizona, California, Colorado, Maryland, Missouri, New Mexico, North Carolina, Tennessee, and Texas. Brooks holds the Series 66, Series 7TO and SIE licenses.
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
TX
08/11/2021 - Present
MML Investors Services, LLC (Lubbock TX)
BOTH
Issued 07/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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