Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Boorum is a financial advisor with over 28 years of experience in the industry. Wallace is registered with MML Investors Services, LLC, and is licensed to sell securities in New York and Florida. He is also registered as an investment advisor representative in New York. Wallace is a Series 6 and Series 63 licensed representative. He has previously worked with MSI Financial Services, Inc. and Metropolitan Life Insurance Company.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
10/26/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
10/26/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
BC
Issued 10/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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