Unclaimed
Paul Ferrante is a financial advisor with MML Investors Services, LLC, based in New York, NY. Paul has been in the financial industry since 2002 and holds Series 6, 7, 63 and 66 licenses. Paul is registered to offer investment advice in 16 states. Paul has experience providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and trusts. Paul also has experience with asset allocation programs and the selection of other advisors.
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
01/13/2022 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
08/07/2002 - 02/16/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BOTH
Issued 01/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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