Unclaimed
Scott Sundet is a registered investment advisor with MML Investors Services, LLC in West Des Moines, IA. Scott has over 25 years of experience in the financial services industry and holds several licenses and certifications, including Series 6, 7, 22, 63, and 65. Scott focuses on providing financial planning, portfolio management, and asset allocation programs to individuals, businesses, and institutions. Scott's firm, MML Investors Services, LLC, manages over $72 billion in assets for its 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
IA
09/12/2022 - Present
MML Investors Services, LLC (West Des Moines IA)
IA
Issued 01/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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