Unclaimed
Tony Delumen is a financial advisor who has been in the industry since January 5, 2002. Tony is currently registered with MML Investors Services, LLC and has been with the firm since November 2003. Tony holds the Series 7, Series 66 and SIE securities licenses. Tony has been licensed to sell insurance since November 2005 and is registered to sell securities in 34 states. Tony has a strong background in the financial services industry and has a proven track record of success. Tony's expertise is in helping individuals and families achieve their financial goals. Tony provides a variety of services to his clients, including financial planning, investment management, and insurance planning. Tony is committed to providing his clients with personalized service and a high level of expertise.
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
09/26/2011 - Present
MML Investors Services, LLC (SAN RAFAEL CA)
MN
01/03/2002 - 10/31/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/03/2002 - 10/31/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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