Unclaimed
Scott Lissansky is a financial professional with over 20 years of experience in the industry. Scott currently works as a registered representative and investment advisor representative for MML Investors Services, LLC. Scott has been with MML Investors Services, LLC since 2017. Prior to that, Scott worked for MSI Financial Services, INC. Scott is licensed to provide investment advice in several states including Delaware, Florida, Maryland, Massachusetts, New Jersey, Pennsylvania and Virginia. Scott offers financial planning, portfolio management and other services to individuals, businesses, trusts, foundations, endowments, pension and profit sharing plans, corporations and insurance companies. Scott is committed to providing his clients with personalized financial advice and guidance.
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
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
NJ
12/02/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOORESTOWN NJ)
PA
12/02/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
NJ
01/30/2002 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
06/12/2000 - 02/06/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/12/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 09/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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