Unclaimed
Sergei Yelizarov is an investment advisor representative who has been in the industry since August 2007. Sergei currently works at MML Investors Services, LLC, a firm with over 7000 investment adviser representatives and over 7000 registered representatives. Sergei has been with MML Investors Services, LLC since March 2017. Prior to this, Sergei worked at MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Sergei is registered in Arizona, Illinois and Michigan and has passed the Series 6, 7, 63, and 65 exams.
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
MI
11/02/2022 - Present
MML Investors Services, LLC (Southfield MI)
MI
05/29/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
09/01/2005 - 06/07/2013
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
IA
Issued 10/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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