Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Addy is an investment advisor representative with MML Investors Services, LLC. Matthew has been in the industry since August 2010. Matthew has been registered in the State of Michigan since 2013. Matthew is also registered in the State of Texas. Matthew holds the Series 6, Series 7, Series 63, and Series 66 licenses. Matthew is a registered representative of MML Investors Services, LLC. Matthew Addy also works for MASS MUTUAL LIFE INSURANCE COMPANY in Lansing, MI.
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
MI
05/02/2017 - Present
MML Investors Services, LLC (Lansing MI)
MI
03/04/2010 - 04/05/2013
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 05/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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