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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Leonardo Terrazzino is an investment advisor representative associated with MML Investors Services, LLC. Samuel is a registered representative in 53 states and the District of Columbia, and has been in the industry since March 1996. Samuel has a wide range of experience working with clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and trusts. Samuel specializes in providing financial planning, asset allocation programs, and portfolio management services. Samuel also offers educational seminars and assists clients with the selection of other advisors.
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
05/26/2017 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
04/25/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
09/19/2002 - 01/02/2015
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
PA
03/27/2002 - 01/29/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NE
03/29/1996 - 04/19/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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