Unclaimed
Maohong Li is a financial professional with over 25 years of experience in the industry. Maohong is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Maohong is also a Certified Financial Planner and Chartered Financial Consultant. Maohong has a wide range of experience, having previously worked with MSI FINANCIAL SERVICES, INC. and Metropolitan Life Insurance Company. Maohong specializes in providing financial planning, pension consulting, educational seminars, and asset allocation programs.
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
FL
03/25/2017 - Present
MML Investors Services, LLC (Plantation FL)
FL
04/29/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
04/29/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
BC
Issued 12/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Maohong Li is the right advisor for you? Invested Better is here to help.