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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mattison? Claim Your ProfileMattison Dilts is an investment advisor representative with MML Investors Services, LLC in Crown Point, IN. Mattison has been in the securities industry since June 4, 1980. Mattison has a total of 10 years of experience in the securities industry. Mattison is registered with the state of Indiana as a broker-dealer and investment adviser. Mattison's firm provides investment advice to a variety of clients, including individuals, businesses, and institutions. Mattison specializes in financial planning, pension consulting, asset allocation programs, and educational seminars. Mattison is also a board member of Methodist Hospitals, Inc. and is the Finance Chair of the Crisis Center, Inc. and Marquette United Methodist Church.
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
IN
10/27/2000 - Present
MML Investors Services, LLC (Crown Point IN)
IN
09/01/2017 - 09/18/2017
FIRST ALLIED SECURITIES, INC. (MERRILLVILLE IN)
MA
08/05/1992 - 09/21/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/05/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
10/20/1980 - 08/03/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/04/1980 - 08/03/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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