Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stanik is an Investment Advisor Representative registered with MML Investors Services, LLC. William has been in the industry since 2010 and has a Series 6, 7, 63 and 65 license. William is registered in 29 states, including Maryland, Texas and Virginia. William is also licensed to sell life insurance and health insurance. He has experience in portfolio management for individuals and businesses, financial planning and pension consulting. William has been with MML Investors Services, LLC since 2017 and has a branch office in Columbia, MD.
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
MD
03/25/2017 - Present
MML Investors Services, LLC (Columbia MD)
MD
11/12/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
IA
Issued 07/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Stanik is the right advisor for you? Invested Better is here to help.
