Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Herholtz is a registered representative with MML Investors Services, LLC. Michael has been in the industry since October 31, 1988. Michael is currently registered with the state of New York and the FINRA. Michael has experience with Mutual of Omaha Investor Services, Inc. and John Hancock Distributors, Inc. Michael also has experience with John Hancock Mutual Life Insurance Company and MONY Securities Corp. Michael holds the Series 6, Series 63 and SIE exams. Michael is also licensed as an insurance agent with Any Size Financial Solutions. Michael is located in the Fulton branch of MML Investors Services, LLC.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (Fulton NY)
NY
08/13/1997 - 04/11/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SYRACUSE NY)
MA
02/06/1996 - 07/10/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/06/1996 - 07/10/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
11/13/1989 - 01/18/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/13/1989 - 01/18/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/19/1987 - 05/23/1989
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Herholtz is the right advisor for you? Invested Better is here to help.
