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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 Silverman is a financial professional with over 30 years of experience in the industry. Samuel is currently registered with MML Investors Services, LLC in Springfield, MA. Samuel has worked with a variety of clients, including individuals, corporations, and institutions. Samuel's specialties include asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Prior to joining MML Investors Services, LLC, Samuel was employed by CANTELLA & CO., INC., OGILVIE SECURITY ADVISORS CORPORATION, COMMONWEALTH FINANCIAL NETWORK, and FIDELITY BROKERAGE SERVICES, INC.. Samuel has a strong track record of success in the financial services industry.
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
MA
05/10/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
10/11/2004 - 03/16/2018
CANTELLA & CO., INC. (BOSTON MA)
IL
12/17/2003 - 09/20/2004
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MA
02/13/2003 - 12/11/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
07/20/1992 - 04/17/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
RI
10/25/1989 - 07/28/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 12/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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