Unclaimed
Todd Lyle Seresky is a registered representative with MML Investors Services, LLC, and has been in the financial services industry since July 13, 2014. Todd is licensed in 30 states and is also registered as an investment advisor representative in Texas. Todd has a background in financial planning, portfolio management, and pension consulting. Todd's experience includes prior roles at BNY Mellon Securities Corporation and Fidelity Investments Institutional Services Company, Inc.
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
MA
02/11/2021 - Present
MML Investors Services, LLC (Boston MA)
MA
01/28/2019 - 12/16/2019
BNY MELLON SECURITIES CORPORATION (BOSTON MA)
RI
08/07/2012 - 03/16/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 08/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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