Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Stone is a registered representative with MML Investors Services, LLC. Samuel is licensed in 53 states and the District of Columbia. Samuel has held this position since December 9, 2020. Prior to that, Samuel has no previous employment history. Samuel's licenses include: Series 63, Series 53, Series 24, Series 52TO, Series 7TO, Series 6TO, and SIE. Samuel's areas of expertise include asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisers.
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
12/09/2020 - Present
MML Investors Services, LLC (Boston MA)
BC
Issued 12/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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