| Advisor Profile |
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Business Description |
| Each day we face difficulties in managing our finances. Inflation, taxes, debt, changing interest rates, and stock market swings – their effect can unsettle one of our most precious possessions, peace of mind. One thing we can be certain of is that the future will come, whether we are financially ready or not. Working with a Financial Planner from MetLife Securities, Inc. will better prepare you to meet your established financial goals and objectives. |
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General Information |
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| Insurance License#: |
0F75888
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| Name of Broker/Dealer: |
MetLife Securities, Inc.
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| Years of Experience in Financial Services: |
9
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| Number of Years with Current Firm: |
5
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| Work Experience: |
My goal is to provide families and business owners with assistance in building their financial freedom. With over nine years experience in the financial services industry, I am able to help clients with their financial and insurance product needs. I look forward to becoming a lifetime resource for each and every client and helping them to achieve their goals.
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| I work with the following types of clients: |
Individual Investors, Businesses
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Insurance, Bonds, Stocks, Annuities, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 6, Series 7, Series 66, Series 63
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| Insurance and Annuity Licenses: |
HMO, Annuity, Disability, Variable Life, Long Term Care, Variable Annuity, Health, Life
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Hourly, Flat Fee, Commissions, Based on Assets
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| Prepared By: |
Jeff Bullard |
Frequently Asked Questions |
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