Unclaimed
Geoffrey Fedurek is a financial advisor with MML Investors Services, LLC. Geoffrey has been working in the financial services industry since 1994. Geoffrey is registered with FINRA and the state of Ohio as well as several other states. Geoffrey also holds the Series 6, Series 7 and SIE licenses and is a Certified Financial Planner. Geoffrey's previous experience includes positions with MSI Financial Services, Inc., Metropolitan Life Insurance Company, Security First Financial, Inc., MW Management Company and Vestax Securities Corporation. Geoffrey specializes in financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting.
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
OH
03/25/2017 - Present
MML Investors Services, LLC (DUBLIN OH)
OH
12/22/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
NY
12/22/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/31/1996 - 01/06/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
OH
05/02/1996 - 07/09/1996
MW MANAGEMENT COMPANY (EUCLID OH)
OH
03/14/1994 - 11/30/1995
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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