Unclaimed
Michael Robert Ferrier is a financial professional with over 20 years of experience in the financial services industry. Michael is currently registered with MML Investors Services, LLC and has been with the firm since August 2018. Prior to that, Michael held positions with other firms including MML Investors Services, Inc., Directed Services, Inc., ING Financial Advisors, LLC, USI Securities, Inc., Janus Distributors, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Michael holds FINRA Series 6, 7, 24, and 63 licenses and the SIE exam, which he passed in 2018. Michael specializes in providing a range of financial services including asset allocation programs, financial planning, pension consulting, and educational seminars. Michael has a strong commitment to helping clients reach their financial goals and is dedicated to providing personalized service.
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
08/01/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
11/17/2006 - 09/25/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
08/23/2004 - 12/09/2004
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CT
05/23/2003 - 08/25/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
09/25/2001 - 05/03/2002
USI SECURITIES, INC. (GLASTONBURY CT)
CO
09/10/1999 - 02/27/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
MA
07/25/1997 - 02/26/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/25/1997 - 02/26/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Ferrier is the right advisor for you? Invested Better is here to help.