Unclaimed
Drew Gee is a registered representative with MML Investors Services, LLC. Drew is licensed to provide financial advice in Arizona, California, Maryland, New York, Oregon, Utah and Washington. Drew holds a Series 7TO, Series 66 and a SIE license and has been in the financial industry for over 2 years. Drew's firm has a total of 7130 registered representatives and 5628 licensed agents and provides financial advice to individuals, businesses, corporations, charitable organizations, and others.
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
CA
07/09/2021 - Present
MML Investors Services, LLC (SACRAMENTO CA)
BOTH
Issued 06/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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