Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Stanz is a financial advisor with over 35 years of experience in the financial services industry. Timothy has been registered with MML Investors Services, LLC since 2017. Prior to that, Timothy was registered with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Timothy specializes in providing financial planning, pension consulting, asset allocation programs, and educational seminars to individuals, corporations, and other businesses. Timothy also holds Series 6, Series 63, and Series 65 licenses.
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
TN
03/25/2017 - Present
MML Investors Services, LLC (SOMERVILLE TN)
TN
01/18/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOMERVILLE TN)
TN
01/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SOMERVILLE TN)
MN
02/05/2001 - 02/07/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
01/09/1992 - 01/23/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/09/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
OH
07/17/1985 - 11/19/1991
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
02/20/1985 - 05/17/1985
MONY SECURITIES CORP.
IA
Issued 10/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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