Unclaimed
Bryan Smith is an investment advisor representative with MML Investors Services, LLC. Bryan has been in the industry since April 14, 2014. Bryan has Series 63 and Series 66 licenses. Bryan also has his Series 7 and SIE licenses. Bryan is registered in California, Colorado, Georgia, Texas, Virginia, and Washington. Bryan also holds a board position with Brazos Valley Guardianship Services and Be An Angel. Bryan has a history of employment at AXA Advisors, LLC and Massachusetts Mutual Life Insurance Co.
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
02/11/2020 - Present
MML Investors Services, LLC (HOUSTON TX)
TX
04/11/2014 - 10/13/2016
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 02/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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