Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Halvorsen is a registered investment advisor representative with MML Investors Services, LLC. Roy has been in the securities industry since 1970. Roy has Series 63 and 65 securities licenses and has a Series 22 license for direct participation programs. Roy also holds the Chartered Financial Consultant designation. MML Investors Services, LLC is a registered investment advisor that provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, corporations, trusts, foundations, and pension plans. MML Investors Services, LLC has approximately $72.8 billion in assets under management.
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
NJ
07/02/2002 - Present
MML Investors Services, LLC (EDGEWATER NJ)
NA
08/11/1970 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1970
V06 - Variable Annuities Module Examination
Active
Inactive
F
FINRA
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