Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Phillips is a registered representative of MML Investors Services, LLC. Matthew has been in the securities industry since December 15, 2004 and has been registered with MML Investors Services, LLC since March 25, 2017. Prior to joining MML Investors Services, LLC, Matthew was employed by MSI Financial Services, Inc. from January 19, 2007 to March 25, 2017 and before that worked with New England Securities from January 19, 2007 to January 2, 2015. Matthew is licensed to sell securities in California, Massachusetts and Texas. He holds FINRA Series 7, Series 66 and SIE licenses.
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
MA
03/22/2018 - Present
MML Investors Services, LLC (Boston MA)
MA
01/19/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
NY
01/19/2007 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/19/2007 - 02/24/2012
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
01/19/2007 - 02/24/2012
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/19/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
12/02/2004 - 01/04/2007
LINSCO/PRIVATE LEDGER CORP. (NEWTON MA)
BOTH
Issued 02/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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