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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 Toskin is a financial advisor with MML Investors Services, LLC. Samuel has been in the financial services industry since 1997 and has a wide range of experience, including working with high-net-worth individuals, corporations, and pension plans. Samuel holds the Series 7, 24, 52, 53, and 66 licenses, along with the SIE designation. Samuel provides financial planning, portfolio management, and asset allocation services. Samuel's experience and credentials make Samuel a valuable resource for clients seeking advice on their financial goals.
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
CT
04/22/2022 - Present
MML Investors Services, LLC (STAMFORD CT)
MA
07/25/2007 - 10/01/2020
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
01/17/2007 - 07/20/2007
WALNUT STREET SECURITIES, INC. (HARTFORD CT)
CT
05/14/2004 - 07/20/2007
TOWER SQUARE SECURITIES, INC. (HARTFORD CT)
CT
08/19/1999 - 05/06/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MN
09/05/1997 - 07/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/05/1997 - 07/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/27/2000
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 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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