Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harry Haak is a financial advisor with MML Investors Services, LLC and has been in the industry since January 8, 1985. William is registered with the state of Ohio and holds Series 6, Series 26, Series 63, and SIE licenses. William has been a registered representative of MML Investors Services, LLC since March 25, 2017. Previously William worked at MSI Financial Services, Inc. and Metropolitan Life Insurance Company. William's specializations include Asset allocation programs, Financial Planning, Pension Consulting, and Educational seminars.
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
OH
03/25/2017 - Present
MML Investors Services, LLC (UNIONTOWN OH)
OH
02/20/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (UNIONTOWN OH)
OH
02/20/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (UNIONTOWN OH)
MA
01/01/1985 - 02/11/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 12/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Haak is the right advisor for you? Invested Better is here to help.
