Unclaimed
Mark Tsoulos is a financial professional registered with MML Investors Services, LLC. Mark has been in the securities industry since November 5, 2015. Mark is licensed in 20 states and holds a Series 7, Series 66, and SIE license. Mark is also a Certified Financial Planner. Mark's previous experience includes working for MSI Financial Services, Inc., and MetLife Securities Inc. Mark also works as an insurance broker.
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
IL
09/03/2021 - Present
MML Investors Services, LLC (Lisle IL)
IL
11/06/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
BOTH
Issued 02/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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