Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McMillan is a financial advisor who is registered with MML Investors Services, LLC. Matthew has passed both the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) to become a licensed representative. Matthew specializes in a number of areas including: asset allocation programs, 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
WA
04/20/2024 - Present
MML Investors Services, LLC (SEATTLE WA)
BC
Issued 04/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew McMillan is the right advisor for you? Invested Better is here to help.
