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Michael Martin Lisuzzo

MML Investors Services, LLC

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About Michael Martin Lisuzzo

Michael Martin Lisuzzo is a financial professional with over 30 years of experience in the industry. Michael is currently registered with MML Investors Services, LLC, and previously worked with firms including MSI FINANCIAL SERVICES, INC., GENWORTH FINANCIAL SECURITIES CORPORATION, C. J. M. PLANNING CORP., WALNUT STREET SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., PAINEWEBBER INCORPORATED and KIDDER, PEABODY & CO. INCORPORATED. Michael has a broad range of experience and holds multiple licenses and registrations, including Series 7, 63, 24, and 53. Michael provides financial planning services to individuals, businesses, and corporations.

Firm Information

Michael Lisuzzo is currently registered with MML Investors Services, LLC. MML Investors Services, LLC is a Limited Liability Company headquartered in Springfield, MA, formed in January 2011. The firm is registered with the SEC and in 53 states. They provide a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and asset allocation programs. MML Investors Services, LLC manages over $72 billion in assets for individuals, high-net-worth individuals, corporations, trusts, foundations, charitable organizations, pension plans, and insurance companies.
MML Investors Services, LLC

1295 STATE STREET

SPRINGFIELD, MA 01111-0001

$72.83B

Assets Under Management

Not reported

Total Clients

6,192

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation programs

Asset allocation programs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors fees

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Michael Lisuzzo’s Registration & Firm History

NY

03/25/2017 - Present

MML Investors Services, LLC (LATHAM NY)

NY

11/11/2008 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (LATHAM NY)

NY

10/24/2005 - 11/14/2008

GENWORTH FINANCIAL SECURITIES CORPORATION (ALBANY NY)

NJ

01/28/2005 - 10/24/2005

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

CA

08/01/2003 - 01/28/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

12/03/1990 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NA

11/07/1990 - 11/29/1990

NATHAN & LEWIS SECURITIES, INC.

NJ

02/01/1988 - 11/06/1990

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

02/14/1986 - 03/18/1988

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NA

07/20/1983 - 02/04/1986

ISFA CORPORATION

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Licenses & Designations

BC

Issued 10/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/15/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Martin Lisuzzo. Review regulatory record here.
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