Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Matthews is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Stacy has been in the financial services industry since 2002 and has a broad base of experience in providing financial planning, portfolio management, and investment advisory services. Stacy has a strong understanding of the investment industry and a commitment to helping clients reach their financial goals. Stacy is registered in 34 states and is committed to providing her clients with the highest level of service and expertise.
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
NY
10/20/2009 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
06/30/2005 - 01/03/2008
EQUITY SERVICES, INC. (NEW YORK NY)
MA
10/07/2003 - 05/24/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
VT
08/19/2002 - 10/15/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
NJ
11/06/2001 - 08/05/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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