Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Morrill is a registered representative and investment advisor representative with MML Investors Services, LLC. Matthew is based in Glastonbury, CT and has been in the industry for over 5 years. Matthew has experience with a variety of clients, including high net worth individuals, corporations, and pension plans. Matthew provides a range of financial services including financial planning, asset allocation programs, portfolio management, and educational seminars. Matthew has held previous positions with Pruco Securities, LLC and OneAmerica Securities, Inc.
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
CT
01/27/2025 - Present
MML Investors Services, LLC (GLASTONBURY CT)
NC
12/22/2017 - 03/05/2019
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
06/28/2017 - 11/22/2017
ONEAMERICA SECURITIES, INC. (Charlotte NC)
BC
Issued 08/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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