Unclaimed
Timothy Flanagan is a financial advisor with MML Investors Services, LLC. Timothy has been working in the securities industry since 1989 and holds registrations in 53 states and two other jurisdictions. Timothy has a background in both securities and insurance and holds several professional designations, including Certified Financial Planner and Chartered Financial Consultant.
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
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2
NC
02/24/2020 - Present
MML Investors Services, LLC (CHARLOTTE NC)
IA
Issued 07/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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