Unclaimed
Samuel Gordon is a registered investment advisor representative with MML Investors Services, LLC. Samuel is licensed in New York. Samuel has been in the industry since January 2024, holding previous positions at Guardian Life Insurance Company, Park Avenue Securities LLC and MassMutual Life Insurance Co. Samuel has a Series 66, Series 7TO and SIE license. Samuel specializes in working with corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
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
01/23/2025 - Present
MML Investors Services, LLC (New York NY)
BOTH
Issued 03/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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