Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad M. Tourin is a financial advisor with MML Investors Services, LLC based in Plantation, Florida. Chad has been in the financial industry since 2015. Chad holds the Series 7TO, SIE, and Series 6 licenses and is registered as a registered representative and investment advisor representative in Florida, and several other states. Chad has a background in law and accounting, and works with a variety of clients, including individuals, businesses, and pension plans. Chad specializes in providing financial planning, asset allocation, and portfolio management services.
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
FL
10/05/2018 - Present
MML Investors Services, LLC (PLANTATION FL)
FL
04/27/2015 - 09/20/2018
PARK AVENUE SECURITIES LLC (BOCA RATON FL)
FL
08/19/2009 - 09/16/2009
PRUCO SECURITIES, LLC. (BOCA RATON FL)
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Tourin is the right advisor for you? Invested Better is here to help.
