Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Cuellar is a financial advisor with MML Investors Services, LLC. Roland has been in the financial services industry since 1992. Prior to joining MML Investors Services, LLC, Roland was with OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC. Roland is registered with FINRA and the state of Texas. Roland is also licensed to sell variable contracts and investment company products.
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
10/20/2023 - Present
MML Investors Services, LLC (SAN ANTONIO TX)
TX
11/02/2018 - 10/05/2023
OSAIC WEALTH, INC. (SAN ANTONIO TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN ANTONIO TX)
TX
04/20/2005 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
MN
08/15/2003 - 11/09/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
03/01/1996 - 08/04/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/18/1992 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 02/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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