Unclaimed
Gary Peters has been in the financial services industry since 1997. Gary is currently registered with MML Investors Services, LLC, a firm with a strong focus on serving individual investors, corporations, and institutions. Gary is a Certified Financial Planner professional with expertise in various areas, including financial planning, asset allocation programs, and investment management. Gary's commitment to providing personalized financial advice and guidance is evident in his strong client relationships. He is also well-versed in insurance products, having worked with MassMutual Life Insurance Company and MetLife Securities Inc. over his career.
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
DE
07/02/2024 - Present
MML Investors Services, LLC (NEWARK DE)
DE
12/01/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWARK DE)
DE
12/01/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)
IA
Issued 09/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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