Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Angel Acevedo is a financial professional with over 20 years of experience in the industry. Miguel is currently registered with MML Investors Services, LLC, a firm with over 7000 registered representatives and 5000 investment advisor representatives. Miguel previously worked with MSI Financial Services, Inc., Metropolitan Life Insurance Company, MWA Financial Services, Inc., Northwestern Mutual Investment Services, LLC, MetLife Securities Inc., and MONY Securities Corporation. Miguel is licensed in 7 states, including Colorado, Connecticut, Florida, Massachusetts, New York, South Carolina, and Vermont. Miguel holds the Series 6, Series 63, and SIE licenses and specializes in providing financial advice to individuals, businesses, corporations, trusts, foundations, and charitable 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
MA
03/25/2017 - Present
MML Investors Services, LLC (HOLYOKE MA)
MA
05/10/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HOLYOKE MA)
MA
05/10/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HOLYOKE MA)
IL
05/23/2003 - 05/18/2004
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
WI
03/15/2002 - 09/16/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MA
07/17/2000 - 01/22/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/17/2000 - 01/22/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
10/29/1999 - 10/17/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 12/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Miguel Acevedo is the right advisor for you? Invested Better is here to help.
