Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Segal is a financial advisor working at MML Investors Services, LLC, a Registered Investment Advisor with over 7130 registered representatives. Stacy has been in the financial services industry since 2006. Stacy is a licensed insurance agent specializing in life, disability, equity fixed life, long-term care, fixed annuities, and health. In addition to these services, Stacy provides financial planning and portfolio management for individuals and businesses.
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
VA
02/28/2022 - Present
MML Investors Services, LLC (McLean VA)
CO
10/11/2010 - 04/16/2015
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
FL
08/23/2006 - 10/11/2010
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
BOTH
Issued 02/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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