Unclaimed
Dante Albert Filippini is a financial professional with MML Investors Services, LLC. Dante has been in the industry since November 2020 and is licensed in Oregon. Dante has passed the SIE, Series 6TO and Series 63 exams. Dante specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses. Dante can help clients in Arizona, California, Florida, Nevada, New Mexico, Oregon, Texas, Utah and Washington.
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
OR
11/16/2020 - Present
MML Investors Services, LLC (LAKE OSWEGO OR)
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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