Unclaimed
Gus Nicholas Zefkeles is a financial professional with over 40 years of experience in the industry. Gus has been associated with MML Investors Services, LLC since 2000 and holds Series 7, 63, and 65 licenses. Gus's expertise includes providing financial planning, portfolio management for individuals and businesses, and asset allocation programs. Gus also specializes in working with pension and profit-sharing plans, corporations, and individuals. Gus has a proven track record of success in helping clients achieve their financial goals.
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
WA
05/15/2000 - Present
MML Investors Services, LLC (SEATTLE WA)
NA
03/22/1984 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
03/23/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
11/15/1983 - 02/18/1986
LYNOTT SECURITIES, INC.
NA
06/24/1983 - 11/15/1983
MML INVESTORS SERVICES, INC.
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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