Unclaimed
Van Mueller is a registered representative with MML Investors Services, LLC, a broker-dealer and investment advisor. Van has been in the securities industry since 1989. Van holds Series 6 and 63 securities licenses. Van has a current registration with the Financial Industry Regulatory Authority (FINRA) and is licensed in 18 states. Van has experience working with a variety of clients, including individuals, corporations, businesses, trusts, foundations, charitable organizations, and retirement plans. Van is currently licensed in Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, Oregon, South Carolina, Tennessee, Virginia, and Wisconsin. Van has worked previously with MSI Financial Services, Inc. and New England Securities.
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
WI
03/25/2017 - Present
MML Investors Services, LLC (Wauwatosa WI)
WI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
04/10/1989 - 01/02/2015
NEW ENGLAND SECURITIES (BROOKFIELD WI)
BC
Issued 05/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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