Unclaimed
Justin Pattishall is an investment advisor representative with MML Investors Services, LLC. Justin holds a Series 6, Series 7, Series 63 and Series 66 license, as well as the SIE exam. Justin has been in the securities industry since 2003. Justin has a background in various financial services including investment advisory services, insurance and commercial real estate. Justin provides investment advice to individuals, businesses, trusts, charitable organizations, insurance companies and pension and profit-sharing plans. Justin's expertise includes financial planning, asset allocation programs and portfolio management.
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
PA
10/12/2023 - Present
MML Investors Services, LLC (ALLENTOWN PA)
PA
07/07/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
07/07/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALLENTOWN PA)
BOTH
Issued 02/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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