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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-03 |
| OH | RA | APPROVED | 2017-03-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Akron | OH | 05/2004 | 03/2017 |
| Metropolitan Life Insurance Co | Akron | OH | 05/2004 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | Present |
| Mml Investors Services, Llc | Green | OH | 03/2017 | Present |
Name: Advise Financial Solutions Inv rel: Y Add: 1549 Boettler Road Suite A Green. OH. 44685 Nature: Outside Insurance Position: Sales Start date: 1989 No. HR/MO: 100 No. HR/MO during sec trading: 100. Describe Duties: Individual Life, Property/Casualty, Health, Group Life, Group Health, Long term care, life insurance, disability income and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-07-13 |
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