Unclaimed
Samuel Steinfeld is a registered representative with MML Investors Services, LLC in Lakewood, NJ. Samuel has been in the financial industry for 20 years and has held previous roles with MetLife Securities Inc. and Metropolitan Life Insurance Company. Samuel holds both Series 6 and SIE licenses.
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
NJ
02/16/2021 - Present
MML Investors Services, LLC (LAKEWOOD NJ)
NJ
03/13/2014 - 12/31/2020
MML INVESTORS SERVICES, LLC (LAKEWOOD NJ)
NJ
01/01/2002 - 01/22/2014
METLIFE SECURITIES INC. (LAKEWOOD NJ)
NJ
01/01/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAKEWOOD NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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