Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Paul Carr is a financial advisor at MML Investors Services, LLC, with over 30 years of experience in the industry. Stephen is registered with the state of New York as a Registered Investment Advisor. Stephen is licensed to sell securities and provide investment advice in New York and Pennsylvania. Stephen is also registered to provide investment advisory services in New York. Stephen has been with MML Investors Services, LLC since 2021, prior to this Stephen worked at John Hancock Mutual Life Insurance Company. Stephen has a strong track record of helping clients achieve their financial goals. In addition to his work as a financial advisor, Stephen is also an insurance broker. Stephen helps clients with a wide range of financial planning needs, including retirement planning, investment management, and estate planning.
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
06/14/2021 - Present
MML Investors Services, LLC (ENDICOTT NY)
MA
03/12/1990 - 02/12/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/12/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
06/03/1987 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 06/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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