Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Allen Wegrzynowski has been in the financial industry since 2002 and is currently registered as an Investment Advisor Representative with MML Investors Services, LLC. Marc has a broad background in the industry having previously worked with MSI Financial Services, Inc., New England Securities and UBS PaineWebber Inc. Marc holds the Series 6, 7, and 66 licenses. In addition to his role at MML Investors Services, LLC, Marc also works as an independent insurance agent selling life, accident, and health insurance.
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
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
06/12/2003 - 01/02/2015
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
NJ
05/31/2002 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NE
12/19/2001 - 04/29/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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