Unclaimed
Stephen Stavrou is a financial advisor registered with MML Investors Services, LLC. Stephen has been in the industry since June 24, 2020. Stephen has experience with both Northwestern Mutual Investment Services, LLC and J.P. Morgan Securities LLC. Stephen holds Series 7TO, SIE and Series 66 licenses. Stephen is registered in New York.
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
08/30/2024 - Present
MML Investors Services, LLC (Brooklyn NY)
NY
08/09/2023 - 07/25/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
DC
04/05/2022 - 10/11/2022
J.P. MORGAN SECURITIES LLC (Washington DC)
VA
07/27/2019 - 04/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
BOTH
Issued 09/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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