Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nader? Claim Your ProfileNader Issa is a registered investment advisor with MML Investors Services, LLC, who has been in the financial industry since 1979. Nader Issa is registered in 25 states and has licenses for Series 1, 6, 62, 63, 52, 65, and SIE exams. Nader Issa has experience in providing financial planning, portfolio management for individuals and businesses, asset allocation programs, pension consulting, educational seminars, and selection of other advisors. Nader Issa is also a trustee of ILIT for two friends.
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
CA
05/06/2014 - Present
MML Investors Services, LLC (SAN JOSE CA)
NA
07/14/1986 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
04/04/1979 - 10/09/1986
NEW ENGLAND SECURITIES CORPORATION
IA
Issued 09/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1989
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/05/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/27/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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