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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Michael Tsoumas is a registered investment advisor representative with MML Investors Services, LLC. Gary has been in the financial services industry since 1988 and holds Series 6, 7, 24, 26, 63, and 65 securities licenses. Gary has prior experience with Northwestern Mutual Investment Services, LLC and Mutual of Omaha Investor Services, Inc. Gary specializes in providing financial planning, asset allocation programs, portfolio management for businesses and individuals, and pension consulting. He also conducts educational seminars. Gary is registered to provide investment advisory services in Colorado, Ohio, and Wisconsin.
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
WI
10/21/2019 - Present
MML Investors Services, LLC (Wauwatosa WI)
WI
08/29/2016 - 08/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
04/23/2013 - 04/29/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (GERMANTOWN WI)
WI
02/22/2005 - 07/12/2012
MML INVESTORS SERVICES, LLC (BROOKFIELD WI)
NE
02/03/1988 - 02/16/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 02/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/16/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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