Unclaimed
Myron Edelman is a financial advisor with over 30 years of experience in the industry. Myron has a Series 7, Series 6, and Series 63 license. He is currently registered with MML Investors Services, LLC and has been with them since 2021. Myron has previously worked with Jefferson Pilot Securities Corporation and Mutual Benefit Financial Service Company. Myron specializes in working with clients in various segments, including individuals, families, businesses, and retirement plans. He offers a range of services including financial planning, asset allocation, and portfolio management.
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
06/14/2021 - Present
MML Investors Services, LLC (GARDEN CITY NY)
NY
01/03/2006 - 11/08/2006
JEFFERSON PILOT SECURITIES CORPORATION (HAUPPAUGE NY)
MA
08/08/1991 - 12/31/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
01/09/1987 - 08/22/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 01/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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