Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gus? Claim Your ProfileGus Ceasar Morelli is a financial advisor with MML Investors Services, LLC. Gus has over 25 years of experience in the financial services industry. Gus's current employment at MML Investors Services, LLC began on 03/25/2017. Gus is registered in Connecticut, Florida, Massachusetts, and Rhode Island and holds Series 6, SIE, and Series 63 licenses. Gus has worked for several other firms in the past, including MSI Financial Services, Inc. and New England Securities. Gus specializes in providing financial advice to individuals, corporations, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
RI
03/25/2017 - Present
MML Investors Services, LLC (EAST PROVIDENCE RI)
RI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
12/05/2003 - 01/02/2015
NEW ENGLAND SECURITIES (EAST PROVIDENCE RI)
MA
10/14/1993 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 02/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gus Morelli is the right advisor for you? Invested Better is here to help.
