Unclaimed
Michael Ward is a registered representative with MML Investors Services, LLC. Michael has been in the industry since 2003 and holds licenses including Series 63, Series 7 and Series 65. Michael has been associated with the firm since 2004. Michael has a branch office location in Boston, Massachusetts. Michael's office is located at 280 Congress St, Suite 1300. Michael has prior experience with PARK AVENUE SECURITIES 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
MA
08/26/2004 - Present
MML Investors Services, LLC (Boston MA)
NY
08/20/2003 - 08/31/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 10/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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