Unclaimed
Carmelo Bruzzesi is an investment advisor representative registered with MML Investors Services, LLC. Carmelo Bruzzesi has been in the securities industry since 2024. Carmelo Bruzzesi is registered in the state of New Jersey. Carmelo Bruzzesi has passed the Series 7TO and SIE exams. Carmelo Bruzzesi is also a licensed insurance broker with Creative Risk Management. Carmelo Bruzzesi specializes in providing financial planning, portfolio management, and asset allocation programs for individuals, businesses, and charitable organizations.
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
NJ
09/26/2024 - Present
MML Investors Services, LLC (Fairfield NJ)
BC
Issued 08/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Carmelo Bruzzesi is the right advisor for you? Invested Better is here to help.