Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Werfel is a financial advisor with MML Investors Services, LLC. Michael has been in the financial industry since 2006. Michael holds Series 6, 7, 63, and 65 licenses and is registered in over 20 states to provide investment advice and securities transactions. Michael has experience with a variety of client types, including individuals, businesses, and retirement plans. In addition to his financial services career, Michael is also involved in several community organizations.
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
NJ
09/26/2024 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
03/25/2017 - 04/24/2017
MML INVESTORS SERVICES, LLC (PARAMUS NJ)
NJ
12/20/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
12/20/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PARAMUS NJ)
BC
Issued 02/01/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Werfel is the right advisor for you? Invested Better is here to help.
