Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Proly is a financial advisor with MML Investors Services, LLC. Michael has been in the industry since 1985 and has held licenses in Colorado, Florida, Georgia, Missouri, New Jersey, New York, North Carolina, South Carolina, and Tennessee. Prior to joining MML Investors Services, LLC, Michael worked at MSI Financial Services, Inc. and Park Avenue Securities LLC. Michael specializes in providing financial planning, asset allocation programs, pension consulting, and educational seminars for individuals, businesses, and trusts.
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
FL
03/25/2017 - Present
MML Investors Services, LLC (ST. AUGUSTINE FL)
FL
12/19/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
07/29/1999 - 12/20/2007
PARK AVENUE SECURITIES LLC (CLEARWATER FL)
NJ
05/28/1985 - 04/14/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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