Unclaimed
Tracy Martin Pick is a registered representative with MML Investors Services, LLC and has been in the financial industry since 1994. Tracy currently holds a Series 6 license. Prior to working with MML Investors Services, LLC, Tracy held positions with MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, LINCOLN BENEFIT FINANCIAL SERVICES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Tracy is currently registered in Florida as a Registered Representative.
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
FL
03/25/2017 - Present
MML Investors Services, LLC (OCALA FL)
FL
12/20/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OCALA FL)
FL
12/18/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OCALA FL)
IL
03/13/1996 - 09/09/1996
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
MA
10/05/1993 - 01/29/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/05/1993 - 01/29/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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