Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Manuel Venegas is a registered representative with MML Investors Services, LLC. Felipe has been in the securities industry since September 1997. Felipe holds Series 6, 7, 63 and 65 securities licenses. Felipe has been actively registered as an Investment Advisor Representative in Texas since October 20, 2009. In addition to his role at MML Investors Services, LLC, Felipe also owns Apex Coaching LLC, which focuses on family and family business, where he spends 5 hours per month. Felipe has a specialization in various areas including fixed income, variable annuities, mutual funds, equities, life insurance, and health insurance.
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
MA
10/20/2009 - Present
MML Investors Services, LLC (Boston MA)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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