Unclaimed
Scott E. Dubin is a registered investment advisor representative with MML Investors Services, LLC. Scott has been in the securities industry since March 16, 2001. Scott is registered to conduct business in 20 states. Scott is licensed to offer both securities and investment advisory services. Scott has been with MML Investors Services, LLC since April 2017, previously working for Wunderlich Securities, Inc. and McDonald Partners LLC. Scott also provides life and health insurance, fixed annuities, and property and casualty insurance services to clients.
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
OH
08/16/2019 - Present
MML Investors Services, LLC (CLEVELAND OH)
OH
02/21/2014 - 03/31/2017
WUNDERLICH SECURITIES, INC. (BEACHWOOD OH)
OH
12/07/2012 - 02/24/2014
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
03/04/2011 - 12/11/2012
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
OH
03/14/2001 - 03/09/2011
NEW ENGLAND SECURITIES (HIGHLAND HILLS OH)
BOTH
Issued 02/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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