Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Saul is a financial professional with over 14 years of experience in the financial services industry. Matthew is a Registered Representative and Investment Advisor Representative for MML Investors Services, LLC. Matthew has held previous positions at MSI Financial Services, Inc. and New England Securities. Matthew specializes in retirement planning, college savings, insurance planning, and investment management. Matthew is a Certified Financial Planner and a Chartered Financial Consultant. Matthew is licensed to sell securities in 24 states, including Florida, New York, North Carolina, and Texas.
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
NY
01/26/2022 - Present
MML Investors Services, LLC (New York NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
02/20/2009 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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