Unclaimed
Mahmoud Arjomand is a financial advisor with MML Investors Services, LLC. Mahmoud has been in the financial services industry since August 1993. Mahmoud is registered with the Securities and Exchange Commission as an investment advisor representative (IAR) in New York and Texas. Mahmoud holds a Series 6, 7, and 63 license, as well as the SIE designation. Mahmoud is also a Certified Financial Planner and a Chartered Financial Consultant. Mahmoud provides financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting services. Mahmoud also offers educational seminars and helps clients select other advisors when needed.
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
05/11/2023 - Present
MML Investors Services, LLC (PURCHASE NY)
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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