Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Nicholas Phillips is a financial professional with MML Investors Services, LLC and is registered in Michigan. Peter has experience in the financial industry for 2 years, and has been with MML Investors Services, LLC since March 14, 2024. Peter has earned the Series 63, Series 6TO, and SIE exams. Peter has experience working with a variety of clients, including individuals, businesses, trusts, foundations, insurance companies, pension plans, and charitable organizations. MML Investors Services, LLC is a full-service financial firm that offers a wide range of products and services, including investment advisory, financial planning, asset allocation, portfolio management, and educational seminars.
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
MI
03/14/2024 - Present
MML Investors Services, LLC (Southfield MI)
BC
Issued 01/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Phillips is the right advisor for you? Invested Better is here to help.
