Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Everett Cassell is a registered investment advisor representative with MML Investors Services, LLC. Peter has been in the financial services industry since 1988. Peter is licensed to provide investment advice in Colorado, Connecticut, Florida, Maine, Maryland, Massachusetts, Minnesota, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Peter is also registered with the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Investment Company Products/Variable Contracts Representative Examination (Series 6) as well as the Uniform Investment Adviser Law Examination (Series 65) and Uniform Securities Agent State Law Examination (Series 63). Peter has been with MML Investors Services, LLC since 1988 and offers financial planning services, portfolio management for individuals and businesses, pension consulting, educational seminars and 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
MA
02/17/2023 - Present
MML Investors Services, LLC (AGAWAM MA)
IA
Issued 06/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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