Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Martin Egrin is a financial professional with over 30 years of experience in the industry. Stuart is currently registered with MML Investors Services, LLC and is located in Southfield, MI. Stuart has experience with firms such as W&S Brokerage Services, Inc., Fidelity Brokerage Services LLC, and Concorde Investment Services, LLC. Stuart has a broad range of experience in the financial industry, having worked with a variety of clients, including individuals, businesses, trusts, and institutions.
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
MI
01/24/2019 - Present
MML Investors Services, LLC (Southfield MI)
MI
07/10/2017 - 11/13/2018
W&S BROKERAGE SERVICES, INC. (Troy MI)
MI
01/21/2015 - 04/25/2017
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
MI
05/02/2014 - 09/18/2014
FIDELITY BROKERAGE SERVICES LLC (NOVI MI)
MI
01/14/2013 - 12/13/2013
CONCORDE INVESTMENT SERVICES, LLC (TROY MI)
MA
10/25/2010 - 11/15/2012
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MI
06/22/2007 - 05/14/2010
INVESCOR WHOLESALE BD, INC. (FARMINGTON HILLS MI)
MI
02/10/2005 - 06/19/2007
AUTO CLUB FUNDS, INC. (DEARBORN MI)
OH
01/11/2005 - 01/31/2005
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MA
05/10/2004 - 01/06/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
IN
04/30/1999 - 04/16/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
VT
03/31/1998 - 04/20/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
GA
04/18/1983 - 03/18/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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