Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Vanevera has been in the industry since 1978. He is currently registered as a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC and has been with the firm since February 2001. William has also held previous positions with Berkshire Equity Sales, Inc., John Hancock Distributors, Inc. and PML Securities Company. William holds several licenses including Series 63, Series 65, Series 26, Series 6TO, SIE, Series 7, and Series 1. William specializes in a range of services including asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. William has a strong history of providing financial advice to a wide range of clients, including individuals, corporations, and pension funds. He has a strong understanding of the financial markets and is committed to helping his 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
NY
06/14/2021 - Present
MML Investors Services, LLC (SCHENECTADY NY)
MA
11/24/1989 - 01/17/2001
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
MA
03/05/1986 - 12/08/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
11/25/1977 - 03/20/1986
PML SECURITIES COMPANY
BC
Issued 12/20/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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