Unclaimed
Eric Everitt is an investment advisor representative registered with MML Investors Services, LLC since September 2009. He has been in the financial services industry since July 2009. Eric holds Series 6, 7, and 63 licenses, and the SIE exam. His firm, MML Investors Services, LLC, is a registered broker-dealer and investment advisor. The firm has offices in Springfield, MA, as well as Melville, NY. Eric has held prior positions with Northwestern Mutual Investment Services, LLC, in Sayville, NY, MassMutual Life Insurance Company in Melville, NY, and is also a licensed insurance agent.
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
NY
05/01/2015 - Present
MML Investors Services, LLC (MELVILLE NY)
NY
02/20/2009 - 04/20/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAYVILLE NY)
BC
Issued 10/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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