Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mateo? Claim Your ProfileMateo Garcia is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Mateo has been in the financial services industry since July 2014. Mateo holds the Series 6, 7, and 66 securities licenses. Mateo has been registered with MML Investors Services, LLC since March 2017 and is also registered with the states of Florida and Texas. Mateo previously worked at MSI FINANCIAL SERVICES, INC. and has experience with various insurance products, including dental, group disability income, fixed annuities, life/accident/health, and long-term care.
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
11/16/2023 - Present
MML Investors Services, LLC (Plantation FL)
FL
07/28/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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