Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Neil Cummins is a financial advisor with over 22 years of experience in the financial services industry. William Neil Cummins is currently registered with MML Investors Services, LLC and has been registered with the firm since 2017. William Neil Cummins is also a registered investment advisor in Maryland and Texas. Previous employers include MSI Financial Services, Inc. and Metropolitan Life Insurance Company. William Neil Cummins is a Series 6, 7, 63, and 65 licensed representative. William Neil Cummins's areas of expertise include life insurance, health insurance, group life insurance, group health insurance, fixed annuities, asset allocation programs, and financial planning. William Neil Cummins has experience working with individuals, high net worth individuals, corporations, and other businesses, and charitable organizations.
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
11/02/2023 - Present
MML Investors Services, LLC (HUNT VALLEY MD)
MD
08/03/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Baltimore MD)
MD
08/03/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
BC
Issued 4/5/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 6/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 8/2/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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