Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fisher is a financial advisor with MML Investors Services, LLC, working in their NEW ORLEANS, LA branch. Steven has been in the financial services industry for 36 years and is currently registered in LA and TX as an Investment Advisor Representative. Steven has a Series 63 and a Series 24 license in addition to his Series 7 and SIE licenses. Steven also holds the designation of Chartered Financial Consultant. His firm, MML Investors Services, LLC, is a broker dealer and investment advisor with over 7,000 investment advisor representatives, and 7,000 registered representatives. They manage over $72 billion in assets, and provide services including financial planning, pension consulting, and educational seminars to their clients.
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
LA
07/24/2020 - Present
MML Investors Services, LLC (NEW ORLEANS LA)
NA
03/30/1987 - 08/28/1991
ROBERT W. BAIRD & CO. INCORPORATED
NA
10/18/1988 - 08/12/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
03/20/1987 - 11/16/1988
NML EQUITY SERVICES, INC.
BC
Issued 12/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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