Unclaimed
Michael Stefanowich is a financial professional with over 20 years of experience in the securities industry. Michael is currently registered with MML Investors Services, LLC in Springfield, MA. Michael's previous experience includes roles with MML Distributors, LLC and New England Securities. Michael is a licensed General Securities Representative and a Registered Options Principal. Michael specializes in providing financial planning, portfolio management, and asset allocation programs to individuals, corporations, and businesses.
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
01/06/2004 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
12/03/2001 - 01/07/2004
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
NY
06/07/2000 - 07/12/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2005
Series 4 - Registered Options Principal Examination
BC
Issued 11/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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