Unclaimed
Matthew Marcinkiewicz is a financial professional with over 20 years of experience in the industry. Matthew is a registered representative with MML Investors Services, LLC and has been with the firm since 2007. Previously, Matthew worked with MML Investors Services, Inc. from 2000 to 2005. Matthew holds Series 4, 6, 7, 24, 53, and 63 securities licenses. Matthew is a Registered Principal and provides financial advice to individuals, corporations, and businesses. Matthew specializes in various investment strategies, including financial planning, portfolio management, and asset allocation. Matthew has a strong commitment to providing clients with personalized service and helping them achieve their financial goals.
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
03/23/2007 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
06/30/2000 - 08/02/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
07/23/1999 - 06/13/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
02/08/1999 - 03/31/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2010
Series 4 - Registered Options Principal Examination
BC
Issued 02/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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