Unclaimed
Thomas Evan Naylor is a financial advisor with MML Investors Services, LLC, registered with the state of California and Texas. Thomas holds the Series 7, Series 66, and SIE licenses. Thomas is a Certified Financial Planner and has been in the financial industry since August 2011. Thomas has been registered with MML Investors Services, LLC since July 2011. Thomas offers a range of services including portfolio management for individuals and businesses, financial planning, and asset allocation programs.
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
CA
08/07/2017 - Present
MML Investors Services, LLC (LA JOLLA CA)
BOTH
Issued 09/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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