Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Keith Dorr is a registered representative with MML Investors Services, LLC, a leading financial services firm with a focus on helping individuals and businesses reach their financial goals. William has been in the financial services industry since 1997, and is committed to providing personalized advice and guidance to help clients achieve their financial objectives. William holds various licenses and certifications, including Series 6, 7, 63 and 65, and has experience in a wide range of financial products and services, including investment advisory, life insurance, property and casualty insurance, health insurance, and fixed annuities. William specializes in providing financial guidance for high net worth individuals, corporations, and pension plans, and has a strong track record of 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
MD
03/25/2017 - Present
MML Investors Services, LLC (HUNT VALLEY MD)
MD
11/17/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
11/17/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
CA
10/03/1997 - 11/20/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 09/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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