Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Judkins Barrett is a financial advisor with over 28 years of experience in the industry. Matthew is currently registered with MML Investors Services, LLC, and has been associated with the firm since March 2017. Prior to that, Matthew worked for MSI Financial Services, Inc. and New England Securities. Matthew holds a Series 6, 7, 63 and 65 licenses. He also has an Independent Insurance Agent license and provides disability, fixed annuities, life/accident/health, and long-term care insurance. Matthew has a strong track record of providing financial advice to a diverse range of clients, including individuals, families, businesses, and institutions. He is committed to helping his clients achieve their financial goals. Matthew specializes in providing financial planning, asset allocation, and portfolio management services. He is also a registered investment advisor.
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
CT
01/09/2018 - Present
MML Investors Services, LLC (SHELTON CT)
CT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
08/31/1994 - 01/02/2015
NEW ENGLAND SECURITIES (SHELTON CT)
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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