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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Moshides is a financial advisor at MML Investors Services, LLC, with over 39 years of experience in the industry. John has been registered with FINRA since 2021 and has a wide range of experience in financial services. John has a Series 6, 7, and 63 licenses, as well as the SIE exam. John has been registered as an Investment Advisor Representative in New York since 2021 and has been active in the industry since 1983. John is registered with FINRA in 20 states.
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 (AMHERST NY)
NY
06/23/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AMHERST NY)
NY
06/23/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AMHERST NY)
CT
08/30/1993 - 06/22/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
09/17/1983 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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