Unclaimed
Sal Sanchez is a financial advisor with MML Investors Services, LLC. Sal has been in the industry since 2001 and is licensed in California and Texas. Sal has a wide range of experience in the financial services industry, working with a variety of clients, including high net worth individuals, corporations, and pension plans. Sal is committed to providing his clients with personalized financial advice and investment strategies.
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
CA
08/26/2021 - Present
MML Investors Services, LLC (WHITTIER CA)
CA
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BREA CA)
NY
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
08/17/2005 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
GA
10/19/2001 - 08/18/2005
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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