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Stacy James Matter

MML Investors Services, LLC

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About Stacy James Matter

Stacy James Matter is a financial advisor in Fargo, North Dakota. Stacy has been in the industry since 2018, and is currently registered with MML Investors Services, LLC. Prior to joining MML, Stacy worked at Ameriprise Financial Services, LLC and Edward Jones. Stacy is licensed in North Dakota and several other states, and holds the Series 7, Series 66, and SIE licenses. Stacy is a specialist in retirement planning, estate planning, college savings, and insurance.

Firm Information

Stacy Matter is currently registered with MML Investors Services, LLC. MML Investors Services, LLC is a Limited Liability Company headquartered in Springfield, MA, formed in January 2011. The firm is registered with the SEC and in 53 states. They provide a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and asset allocation programs. MML Investors Services, LLC manages over $72 billion in assets for individuals, high-net-worth individuals, corporations, trusts, foundations, charitable organizations, pension plans, and insurance companies.
MML Investors Services, LLC

1295 STATE STREET

SPRINGFIELD, MA 01111-0001

$72.83B

Assets Under Management

Not reported

Total Clients

6,192

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation programs

Asset allocation programs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors fees

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Stacy Matter’s Registration & Firm History

ND

05/16/2023 - Present

MML Investors Services, LLC (Fargo ND)

ND

11/30/2021 - 03/23/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Fargo ND)

ND

09/20/2018 - 12/10/2021

EDWARD JONES (FARGO ND)

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Licenses & Designations

BOTH

Issued 10/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stacy James Matter. Review regulatory record here.
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