Unclaimed
Steven G. Newman is a financial advisor with MML Investors Services, LLC. Steven has been in the industry for over 35 years and has been registered with the state of New York since 2017. Steven is licensed to sell securities and investment advisory products in numerous states. In addition to his role at MML Investors Services, LLC, Steven is also a licensed notary public and has experience in property and casualty insurance sales. Steven has a deep understanding of the financial services industry and is committed to providing his clients with personalized advice and guidance.
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
05/22/2017 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
11/13/1986 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
11/13/1986 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
BC
Issued 05/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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