Unclaimed
Matthew Schulte is a registered representative with MML Investors Services, LLC. Matthew has been in the securities industry for over 10 years and is licensed to sell securities in the state of Massachusetts. Matthew's previous experience includes a position with MML Distributors, LLC. Matthew holds Series 6 and SIE securities licenses. Matthew specializes in providing investment advice and financial planning services to individuals, businesses, and institutions. Matthew's firm, MML Investors Services, LLC offers a wide range of investment products and services including mutual funds, variable annuities, and retirement planning.
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
02/12/2010 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
04/15/2008 - 04/28/2009
MML DISTRIBUTORS, LLC (ENFIELD CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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