Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Christian is a Registered Representative with MML Investors Services, LLC. He is based in Newport Beach, CA. Joseph has over 6 years of experience in the financial services industry. Joseph is a licensed insurance agent and has experience in selling life and health insurance. Joseph earned a Series 7TO and a Series 66 license, as well as passed the SIE exam. Joseph specializes in working with high net worth individuals, corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth and charitable organizations. He offers financial planning, pension consulting, educational seminars, and selection of other advisors services.
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
CA
01/15/2021 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
BOTH
Issued 11/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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