Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D. Tsoulos is a Registered Representative with MML Investors Services, LLC and has been in the industry since December 2007. William has experience working with clients of all types, including individuals, families, businesses, and retirement plans. William is also an Investment Advisor Representative registered with the state of Illinois and Texas. William holds a Series 66, Series 7, Series 24 and SIE license. William's firm is committed to providing financial advice and guidance to individuals and families. William is dedicated to helping clients achieve their financial goals.
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
IL
01/24/2024 - Present
MML Investors Services, LLC (CHICAGO IL)
IL
02/08/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
MA
12/23/2014 - 12/13/2016
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
IL
10/25/2013 - 11/28/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
AZ
10/05/2009 - 10/18/2013
AMERIPRISE FINANCIAL SERVICES, INC. (SUN CITY AZ)
IL
09/14/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ORLAND PARK IL)
BOTH
Issued 01/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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