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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Davies is an investment advisor representative with MML Investors Services, LLC. Scott Davies is registered with the state of New York. Scott Davies has been in the industry since 2022. Scott Davies' firm, MML Investors Services, LLC, is headquartered in Springfield, Massachusetts, and manages assets for individuals, trusts, foundations and endowments, insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth. Scott Davies has earned the following industry licenses and certifications: Series 63, Series 65, Series 6TO, and the SIE. Scott Davies also specializes in: financial planning, asset allocation programs, pension consulting, educational seminars, and selection of other advisors. Scott Davies can provide portfolio management for individuals and businesses. Scott Davies' firm, MML Investors Services, LLC, offers a variety of compensation arrangements including: fixed fees, hourly charges, percentage of assets, and other, such as solicitors fees.
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
02/15/2024 - Present
MML Investors Services, LLC (ROCHESTER NY)
IA
Issued 02/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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