Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Camarro is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with MML Investors Services, LLC and has previously worked with MSI Financial Services, INC., New England Securities, Jackson National Life Distributors, INC., Aetna Investment Services, LLC, Keyport Financial Services Corp., Nathan & Lewis Securities, INC., Sun Investment Services Company, MONY Securities Corp. and The Mutual Life Insurance Company of New York. Stephen holds Series 6, Series 63 and SIE licenses. Stephen is currently registered in 18 states. Stephen specializes in providing financial planning, asset allocation programs 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
MA
03/25/2017 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MA
10/31/2002 - 01/02/2015
NEW ENGLAND SECURITIES (WAKEFIELD MA)
TN
01/08/2002 - 09/20/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CT
07/26/2000 - 12/10/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
MA
05/08/1995 - 11/17/1998
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
NY
03/08/1994 - 03/28/1995
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
06/02/1993 - 01/20/1994
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
07/08/1991 - 05/10/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NY
07/24/1989 - 07/05/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
07/24/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 06/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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