Unclaimed
Mitchell Brent Mass is a registered representative with MML Investors Services, LLC. Mitchell is a certified financial planner, with over 20 years of experience in the financial services industry. He has a strong understanding of the financial markets and a proven track record of success. Mitchell specializes in providing financial advice to individuals and families. His areas of expertise include retirement planning, college savings, investment management, and insurance. He has a passion for helping clients achieve their financial goals.
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
NY
05/23/2023 - Present
MML Investors Services, LLC (NEW YORK NY)
BOTH
Issued 04/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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