| Advisor Profile |
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| Name: |
Chris Rand, CFP® |
| Phone Number: |
(619) 817-8615 |
| Website: |
Visit Website
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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., you will be better prepared for achieving achieving your goals than if you didn’t plan. |
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General Information |
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| Name of Broker/Dealer: |
MetLife Securities, Inc.
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| States Licensed in: |
AZ, CA, CT, KY, MO, NH, NJ, OR, UT, WI
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| Years of Experience in Financial Services: |
12
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| BS, Business Finance - San Diego State University |
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Services |
| Investment Types: |
Stocks, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Masters in Financial Services (MSFS), Chartered Life Underwriter (CLU®), Accredited Estate Planner (AEP)
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| Securities Licenses: |
Series 7, Series 6
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| Insurance and Annuity Licenses: |
Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, Life, HMO, Health
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| Non-Financial Organization Memberships: |
Better Business Bureau
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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: |
Flat Fee, Based on Assets, Commissions
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| Prepared By: |
Chris Rand, CFP® |
| Most Recent Update: |
10/14/2008 |
Frequently Asked Questions |
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