Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oran? Claim Your ProfileOran James Tsakopulos is a financial advisor who has been in the industry since 1997. Oran is currently registered with MML Investors Services, LLC and has been with the firm since March 2000. Oran has a broad range of experience in financial planning, portfolio management and investment advisory services. He is registered in 27 states and holds Series 6, 7, 63 and 65 licenses as well as the Securities Industry Essentials (SIE) exam.
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
TX
02/14/2006 - Present
MML Investors Services, LLC (San Antonio TX)
MA
07/07/1997 - 11/16/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 02/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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