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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pratzner is an investment advisor representative with MML Investors Services, LLC. Matthew Pratzner has been in the securities industry for over 20 years. Matthew Pratzner has experience working with various client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Matthew Pratzner is registered in Delaware, Florida, Maryland, New Jersey, Pennsylvania, and Virginia. Matthew Pratzner is also a registered investment advisor in Pennsylvania. Matthew Pratzner offers a variety of services, including financial planning, asset allocation programs, portfolio management, and educational seminars. Matthew Pratzner is a Series 6, Series 7, and SIE licensed individual. Matthew Pratzner was previously employed by MSI Financial Services, Inc., Lincoln Financial Advisors Corporation, MML Investors Services, Inc., and New England Securities.
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
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
04/24/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
06/24/2008 - 05/11/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (BERWYN PA)
PA
03/21/2007 - 06/05/2008
MML INVESTORS SERVICES, INC. (BALA CYNWYD PA)
PA
02/20/2001 - 04/24/2007
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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