Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Sullivan is an investment advisor representative with MML Investors Services, LLC, based in New York, NY. Gregory has been in the securities industry since May 21, 2014. Gregory has a Series 6, Series 7, and Series 63 license and is registered with the state of Connecticut, New Jersey, New York, and Pennsylvania. Gregory is also a registered investment advisor representative in New York. Gregory is affiliated with Lenox Advisors, Inc. and is outside insurance sales. Gregory is also a registered representative with Mass Mutual Life Insurance Company. Gregory is a financial advisor with MML Investors Services, LLC. Gregory provides portfolio management for businesses and individuals, financial planning, educational seminars, asset allocation programs, 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
NY
06/14/2021 - Present
MML Investors Services, LLC (NEW YORK NY)
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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