Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Marston Marrett is a financial advisor with over 25 years of experience in the industry. Phillip currently works at MML Investors Services, LLC, a firm that has been in business for several years and employs a large team of advisors across the country. Phillip has been with MML Investors Services, LLC since 2017, and before that was with MSI Financial Services, INC. and Metropolitan Life Insurance Company. Phillip holds a Series 63 license, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Phillip specializes in providing financial planning services, education seminars, asset allocation programs, pension consulting, and portfolio management for individuals and businesses. Phillip serves clients in Connecticut, Florida, Georgia, New Jersey, New York, and Virginia.
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
FL
03/25/2017 - Present
MML Investors Services, LLC (DAYTONA BEACH FL)
FL
10/26/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ORMOND BEACH FL)
FL
10/26/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORMOND BEACH FL)
BC
Issued 09/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Phillip Marrett is the right advisor for you? Invested Better is here to help.
