Unclaimed
Rory Zipper is a financial advisor who has been working in the industry since 2003. Rory is currently registered with MML Investors Services, LLC. Previously, Rory was registered with Park Avenue Securities LLC and AXA Advisors, LLC. Rory is licensed to provide investment advice in multiple states, including New York, Arizona, California, Connecticut, Louisiana, Massachusetts, New Jersey, New Mexico, and Pennsylvania. Rory is also licensed to sell insurance.
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
06/14/2021 - Present
MML Investors Services, LLC (SYOSSET NY)
NY
01/26/2015 - 03/28/2016
PARK AVENUE SECURITIES LLC (Hauppauge NY)
NY
07/26/2012 - 01/16/2015
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
10/31/2003 - 07/02/2012
AXA ADVISORS, LLC (MELVILLE NY)
BOTH
Issued 12/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rory Zipper is the right advisor for you? Invested Better is here to help.