Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tillman? Claim Your ProfileTillman Pugh has over 30 years of experience in the financial services industry. Tillman is currently registered with MML Investors Services, LLC in California and Texas. Tillman is a registered investment advisor and has held various roles at different firms throughout his career. Tillman has passed the Series 63, 65, 24, 7 and SIE exams. Tillman specializes in portfolio management for individuals and businesses, as well as financial planning and asset allocation. Tillman also provides educational seminars and selection of other advisors services.
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
04/05/2021 - Present
MML Investors Services, LLC (Walnut Creek CA)
CA
04/25/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
09/13/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OAKLAND CA)
NA
11/20/1984 - 04/25/1990
UR FINANCIAL, INC.
NA
01/25/1984 - 10/10/1984
WADDELL & REED, INC.
IA
Issued 10/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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