Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gagnon is a financial advisor in Bethesda, MD and is registered with MML Investors Services, LLC. Matthew is a registered representative and investment advisor representative. Matthew has 1 state exam, 2 product exams, and is currently registered in 10 states. Matthew has been working in the financial services industry for 9 years. Matthew has experience with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Matthew offers a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
MD
08/14/2024 - Present
MML Investors Services, LLC (Bethesda MD)
BOTH
Issued 12/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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