Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mihai? Claim Your ProfileMihai Stan is a registered investment advisor with over 11 years of experience in the financial industry. Mihai is currently registered with MML Investors Services, LLC and has previously worked with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Mihai has a variety of licenses and certifications, including Series 6, 7, 24, and 63. Mihai holds a number of industry designations and specializes in financial planning, investment management, and retirement planning.
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
OH
05/24/2023 - Present
MML Investors Services, LLC (North Canton OH)
OH
02/08/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (North Canton OH)
OH
05/28/2014 - 01/02/2015
NEW ENGLAND SECURITIES (HIGHLAND HILLS OH)
BC
Issued 02/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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