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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 Whittier is a financial advisor with MML Investors Services, LLC in Springfield, MA. He has been in the industry since 2002 and has a broad range of experience and certifications. Gary has held licenses for Series 6, 7, 24, 52, 53, and SIE exams.
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
06/01/2007 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
11/29/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
CT
06/17/2002 - 06/01/2007
MML DISTRIBUTORS, LLC (ENFIELD CT)
BC
Issued 08/21/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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